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Mandate Memos
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Monthly Performance
July 2026 - Midcap Turbulence & Portfolio Rebalancing. 12.7% Return Since Inception
Portfolio Return -5.52%. Top Stocks: BVS +25%, WDS +16%, GDG +14%
Aug 9
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The Paper Mandate
June 2026 - Tech Triumphs and Tactical Trims. 19.2% Return Since Inception
Portfolio Return +4.45%. Top Stocks: MP1 +44%, ZIP +40%, 360 +38%
Jul 2
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The Paper Mandate
May 2026 - Capturing the Tech Wave. 14.2% Return Since Inception
Monthly Portfolio Performance - 31 May 2026
Jun 1
•
The Paper Mandate
April 2026 - Good Start to Paper Mandate Fund
Monthly Portfolio Performance - 30 April 2026
May 7
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The Paper Mandate
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