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Portfolio Management

Minot Light’s Q3 Letter Posts 7.6% Gain, Trails Micro‑Cap Benchmark, Highlights Arq, Lucid and Stran

The fund spotlights Arq, Lucid, plus Stran to show a research-first small-cap approach.

Nvidia Stays Out Front in AI Chips as OpenAI Lines Up AMD and U.S. Clears UAE Shipments