1035 Capital: Stock Article Performance

How are we doing? Q3 2025

Below is a compiled list of companies we’ve written about since the start of 2024 (including two published on Seeking Alpha—highlighted in yellow—though going forward, all content will be exclusive to this platform).

We’ll update this list at the end of each quarter, both to give readers a way to evaluate our work and to provide prospective subscribers with a sense of the types of opportunities we focus on.

Below is a snapshot of our coverage to date. On average, these names have delivered just under a 67% absolute return in approximately nine months, outperforming the Russell 2000 by nearly 55% over the same period.

Below is a breakdown of the individual companies covered:

We hope you’re enjoying 1035 Capital: Unloved & Underfollowed and finding value in the ideas we’re surfacing.

As always, we welcome your thoughts, questions, and feedback. If there’s a specific company or theme, you’d like us to explore, or if you’re curious how any of our names might fit into your portfolio, don’t hesitate to reach out.

We’ll continue publishing and tracking performance quarterly — and we appreciate you following along.

For now - make sure to check out our most recent articles on HROW and REFR.

Disclaimer: None of the information contained herein constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by 1035 Capital Management or its employees. We strongly encourage readers to do their own due diligence in addition to reading our articles before making an investment decision.