Alta Fox Capital Q2 letter

I always like to follow upstarts in the investment management business and Alta Fox Capital looks very interesting. The fund is up 52% YTD, and has beaten its benchmarks since inception in 2018. I know that's a very short and insignificant timeframe, but the founder Connor Haley posts some very interesting investment ideas with long term potential. It looks like his focus is on high quality small caps that grow at above market rates, which is kind of what I'm doing as well.

Here is the letter:
https://static1.squarespace.com/static/5aaacb57506fbe4636414126/t/5d3a2ee5c694120001688a00/1564094184541/Q2+2019+Alta+Fox+Capital+Quarterly+Letter.pdf

He discusses positions in PaySign (PAYS), Nintendo (NTDOY) and Keyword Solutions (KWS).