Portfolio

Small Cap, Big Opportunity!

HERCo & SLEDCo specialize in identifying high-potential stocks with market caps under $20B, targeting untapped opportunities and promising growth. Through rigorous research and disciplined analysis, we aim to deliver superior returns by uncovering value in the dynamic world of SMID-cap investing. Below is the current portfolio of the Opportunity Fund, which includes HERCo from our previous cohort, alongside the latest investments from SLEDCo. Click each company’s logo to visit their respective Yahoo Finance page.

SLEDCo’s Current Holdings

Yeti Logo Graphic
Minerals Technologies Logo Graphic

HERCo’s Previous Holdings

Stride Logo Graphic
William-Sonoma Logo Graphic
Graco Inc Logo Graphic
Yeti Logo Graphic
Aptar Logo Graphic
Henry Shein Logo Graphic
Calix Logo Graphic
Yelp Logo Graphic
Minerals Technologies Logo Graphic
Amphastar Pharmaceuticals Logo Graphic