Microcap Opportunities

Microcap Opportunities

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Microcap Opportunities
Microcap Opportunities
End Of March 2025 Portfolio Review

End Of March 2025 Portfolio Review

Sergio Heiber's avatar
Sergio Heiber
Mar 27, 2025
∙ Paid

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Microcap Opportunities
Microcap Opportunities
End Of March 2025 Portfolio Review
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We have been adding to our portfolio despite a market filled with uncertainty. The uncertainty leads investors to seek safety and away from our microcap focus. We observe the market shifting to incorporate strong conviction ideas in our temporarily out-of-the-limelight microcap universe.

Here's a review of developments on our stocks over March 2025:

Micro…

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