Finance ❯ Investment Management ❯ Investor Relations

Investor Letters

Minot Light’s Q3 Letter Posts 7.6% Gain, Trails Micro‑Cap Benchmark, Highlights Arq, Lucid and Stran

The fund spotlights Arq, Lucid, plus Stran to show a research-first small-cap approach.

L1 Capital Q3 Letters Show Rebalancing: Nvidia Initiated, HCA Trimmed, Resources Favored