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Investor Letters

Conestoga’s Q1 Letter Details Small-Cap Miss and Portfolio Reset

Geopolitical shocks plus shifting rate views, the letter says, cooled early optimism.

YCG Reaffirms Linde as High-Quality Holding as Shares Close at $484.74

Fund Letters Highlight Q4 2025 Results, Stock Drivers, and Repositioning for 2026

Conestoga Details Mixed Q3 Versus Benchmarks in Investor Letter