Quarter-End Letter

Our Quarterly and Annual letters provide a comprehensive, detailed, and illuminating view into what took place in Small-caps in the prior quarter/year through the lens of our proprietary analyses, charts, and exhibits, as well as how the market landscape is set for the future. These letters include a review of key performance drivers and focus on factors that would have been instrumental to generating nominal and relative returns.

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John Galvin

July 3, 2025

Aditya Karande, CFA

April 3, 2025

John Galvin

January 6, 2025

Aditya Karande, CFA

October 7, 2024