Overview
- Grow Funds reported a 4.18% return for its GROW Small Cap Equity Long/Short Fund in Q1 2026 and said long positions, shorts, and hedges protected performance during recent volatility.
- The investor letter highlights Duos Technologies as a company that shifted into modular Edge AI data centers and that, according to the fund, posted 363% year‑over‑year revenue growth and deployed 15 modular units in 2025 while offering rentals that create recurring revenue.
- Grow Funds noted Paysign beat expectations in its March 24, 2026 earnings report, raised 2026 guidance, and produced strong top‑line growth with reported Q1 revenue rising 50.8% to $28 million.
- Institutional positioning changed in Q1 2026 with Hedge Fund holdings reported to have increased for Duos to 20 portfolios from 13 and declined for Paysign to 14 from 18, signaling active reallocation among managers.
- The letter frames these calls as part of a wider move into AI infrastructure and defensible payments businesses driven by higher demand for data‑center capacity and by geopolitical market shocks, while also noting early‑stage pivots carry execution and discovery risks.