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I posted LCA's 1Q19 results on my website. It includes brief discussions of three portfolio holdings: [[INS]], [[CTEK]] and [[QRHC]]. As I wrote in the email that went out...
"Cumulative returns on accounts managed by Long Cast Advisers increased 20% in 1Q19, net of applicable fees. This was better than the baseline market indices. Returns for separate accounts managed by LCA ranged from 17% to 26% for the quarter.
Since inception three years ago, LCA has returned a cumulative 96% net of fees, or 22% CAGR, ahead of the baseline market indices. Because our portfolio