Small Cap, Big Opportunity!
HERCo & SLEDCo specializes in small-cap stocks, seeking out untapped potential and promising growth opportunities. Through rigorous research and disciplined analysis, we aim to deliver superior returns by uncovering value in the dynamic world of small-cap investing. The Opportunity Fund’s portfolio at the moment is shown below.
Stride, Inc. (LRN) is a technology-based education service company that provides a range of online educational services, including proprietary and third-party online curriculum, software systems, and educational services. Stride primarily serves students from kindergarten through 12th grade (K-12) in the United States and internationally, with a focus on facilitating individualized learning. The company also offers career learning products and services, which are designed to help learners enter industries such as information technology, healthcare, and business. These career learning programs include skills training for software engineering, healthcare, and medical fields for adult learners under the brands Galvanize, Tech Elevator, and MedCerts. Additionally, Stride provides staffing and talent development services to employers.
Williams-Sonoma, Inc. (WSM) is a leading retailer specializing in high-quality home furnishings, kitchenware, and home accessories. The company operates under several well-known brands, including Williams-Sonoma, Pottery Barn, West Elm, and Mark and Graham, offering a wide range of products to meet the needs of various customers. With a strong focus on quality, design, and customer satisfaction, WSM aims to provide an exceptional shopping experience both in-store and online. The company is headquartered in San Francisco, California, and continues to expand its reach and influence in the home furnishings and decor industry.
Graco Inc. (GGG), is a leading manufacturer of fluid handling equipment. The company operates in two segments: Contractor and Industrial. The Contractor segment provides sprayers for paint application, two-component proportioning systems for polyurethane foam and polyurea coatings, and equipment for marking roads, parking lots, athletic fields, and floors. The Industrial segment offers liquid finishing equipment, paint circulating and supply pumps, and accessories and spare parts. Additionally, it supplies equipment for pumping, metering, mixing, and dispensing sealant, adhesive, and composite materials, as well as gel-coat equipment, chop and wet-out systems, and resin transfer molding systems and applicators.
Henry Schein, Inc. (HSIC) is a leading provider of health care products and services, catering to dental and medical practitioners worldwide. The company operates in two segments: Health Care Distribution and Technology and Value-Added Services, offering a wide range of products and services, including dental and medical supplies, software, technology, and value-added services. Founded in 1932 and headquartered in Melville, New York, Henry Schein is a significant player in the health care industry, employing approximately 22,000 people.
Yelp Inc. (YELP) is a leading online platform that connects people with local businesses through crowd-sourced reviews and ratings. This platform enables users to discover and share information about various local services, including restaurants, shopping, nightlife, and more. Yelp’s offerings help businesses improve their services through feedback and engagement, fostering a customer-first culture.Yelp has grown significantly over the years, with over 224 million reviews as of the latest update. The company has maintained consistent revenue growth, driven by increased adoption of its advertising solutions and premium services like Yelp Reservations and Yelp Waitlist.
YETI Holdings, Inc. (YETI) is a leading designer and marketer of premium outdoor products, known for its high-quality coolers, drinkware, and gear. YETI’s products are engineered for durability and performance, catering to enthusiasts of outdoor activities such as camping, fishing, and hunting. The company has seen strong revenue growth driven by product innovation and a loyal customer base. With a focus on expanding its product line, enhancing its direct-to-consumer channel, and growing its international presence, YETI continues to solidify its position as a top brand in the outdoor market.
Minerals Technologies Inc. (MTX) is a global leader in the development and production of performance materials, including specialty minerals, synthetic minerals, and mineral-based products. MTX serves various industries such as paper, steel, construction, and energy, providing innovative solutions that enhance product performance and manufacturing processes. The company has shown consistent revenue growth through strategic acquisitions, product innovation, and global expansion. By focusing on sustainable practices and cutting-edge technologies, MTX continues to strengthen its market position and deliver value to its diverse customer base.
AptarGroup, Inc. (ATR) is a global leader in providing innovative dispensing, sealing, and active packaging solutions across industries such as beauty, personal care, pharmaceuticals, and food and beverage. Known for enhancing product safety, convenience, and shelf life, Aptar is committed to sustainability and cutting-edge technology. The company has demonstrated steady revenue growth through continuous product innovation, strategic acquisitions, and expanding its global footprint. Aptar’s comprehensive range of packaging solutions and its focus on sustainable practices solidify its market leadership and deliver significant value to customers and stakeholders.
Amphastar Pharmaceuticals, Inc. is a prominent player in the pharmaceutical industry, specializing in the development, manufacturing, and marketing of generic and proprietary injectable, inhalation, and intranasal products. With a focus on providing high-quality and cost-effective pharmaceuticals, Amphastar serves a diverse range of medical needs, including emergency and critical care, anesthesia, and oncology. The company’s commitment to innovation and regulatory compliance has enabled it to maintain a strong market position and expand its product portfolio. Amphastar’s dedication to improving patient outcomes through accessible and reliable medications underscores its importance in the healthcare landscape.