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Mandate Memos
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Monthly Performance
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
Total Portfolio Return 7.13% for May. Top Stocks: MP1 +61.8%. SKS +46.8%. JDO +19.1%
Jun 1
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The Paper Mandate
April 2026 - Good Start to Paper Mandate Fund
Overweight Technology, Underweight Financials. MP1, OBM and ZIP top contributors
May 7
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The Paper Mandate
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