current investment Examples

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Computer Task Group (2019)

CTG (NASDAQ:CTG) provides IT Solutions, including application management, quality assurance and human capital services, to government, financial and healthcare and other end markets in North America and Western Europe.

DLH Holdings (2020)

DLH (NASDAQ:DLHC) serves federal government clients throughout the United States and abroad delivering technology enabled solutions in key health and human services programs. Services include secure data analytics, clinical trials and laboratory services, case management, performance evaluation, system modernization, operational logistics and readiness, and strategic digital communications.

Security solution provider acquired by Prosegur Compañía de Seguridad, S.A. (Madrid Stock Exchange BME: PSG) in 2019.

IT solutions provider acquired by AGC Networks LTD in 2019.

2020 Letter to the Board of Directors of CTG

 https://www.sec.gov/Archives/edgar/data/23111/000121390020000918/sc13d0120a2ex99-2agsspv1.htm 

2016 Letter to Providence Service Corp. (NASDAQ:PRSC) Shareholders

https://www.prscholdings.com/letter-to-shareholders/

2014 Letter to IES Holdings (NASDAQ:IESC) Shareholders

https://www.sec.gov/Archives/edgar/data/1048268/000100329714000066/es99-1.htm