Should You Hold Innovative Food Holdings (IVFH)?

Core Insights - Greystone Capital Management reported a median account return of -3.6% for Q3 2025, underperforming the S&P 500 and Russell 2000 which returned +8.1% and +12.4% respectively [1] - The fund's year-to-date return stands at +1.6%, with a concentrated investment strategy focusing on small companies outside major indexes [1] Company Focus: Innovative Food Holdings, Inc. (OTC:IVFH) - Innovative Food Holdings, Inc. experienced a one-month return of -20.77% and a significant decline of 81.68% over the past 52 weeks, closing at $0.348 per share with a market cap of $19.065 million as of December 04, 2025 [2] - Greystone Capital Management initially held a top five position in Innovative Food Holdings, expressing regret for not taking profits above $2.00/share as the valuation became stretched [3] - The company is optimistic about a management change aimed at refocusing on its core specialty food business, which historically has shown a 20% growth rate, indicating potential upside if stability and growth are restored [3] Investment Perspective - Innovative Food Holdings is not among the top 30 most popular stocks among hedge funds, with the company acknowledging the potential of IVFH but suggesting that certain AI stocks may offer better upside potential and lower downside risk [4]