Letters by company

Tantalus Systems Holding Inc.

2 letters discussing TGMPF. Everything written about it on this site is on its ticker page.

PenderFund Capital Management Ltd. Pender Small Cap Opportunities Fund - August 2026 Pender Small Cap Opportunities Fund retained defensive positioning while seeking undervalued small-cap businesses, with high conviction in software and AI infrastructure spending. It added to Tantalus after its selloff, backed McDermott’s restructuring catalysts, and cited VitalHub’s recurring-revenue milestone, cash balance and buyback plan. August 2026 TGMPF $183MVHI $361M
Cedar Grove Capital Management Q2’2026 Cedar Grove broadened the portfolio, added event-driven opportunities and increased shorts as AI-led market leadership favored momentum over valuation-sensitive stock selection. It exited SANUWAVE after reimbursement disruption cut device guidance, reduced KITS after its bitcoin ETF treasury decision, and added telehealth, neurology and grid-modernization positions. Q2'26 ABVX $8BCLPT $272MHIMS $4.9B