Jul 14, 20223 minWhy Small-Cap? Why GROW?It was the worst Q2 ever for the Russell 2000 and the worst first half since 1973. We would argue that this can be attributed to a...
Jul 7, 20224 minQ2 2022 - Investor Letter7th July, 2022 Dear Clients, It’s no secret we all find ourselves in an unusual (uncommon, unfamiliar, curious, uncertain, volatile)...
Jun 27, 20222 minA Deal With RADA-cal UpsideIn our June 15th blog post on buyouts, we outlined multiple stocks that GROW Funds owned when purchased. Rada Electronics (RADA) can now...
Jun 15, 20223 minIt's Buyout Season...There’s $3 trillion in cash out in the ether being held by public companies within “the market”. With valuations coming down...
May 13, 20222 minA Quick Pill on InflationI was at a dinner party and asked if anyone knew who the chairman of the Federal Reserve is. One person out of 12 said yes.
May 12, 20223 minQ1 2022 - Investor Letter12th May, 2022 Dear Clients, We hope you and your families are doing well. Throughout the first quarter of 2022 the stock market faced...
