Illustrating Minot Light Capital Partners’ Investment Process: Stran & Company (SWAG) in Focus

Group 1 - Minot Light Capital Partners reported a net return of 7.6% for Q3 2025, which underperformed against benchmarks, particularly the micro-cap benchmark's return of 17.1% [1] - The fund's top five holdings were highlighted, indicating the best investment picks for 2025 [1] Group 2 - Stran & Company, Inc. (NASDAQ:SWAG) was featured as a current holding, with a market capitalization of $30.802 million and a one-month return of -19.42%, while gaining 64.37% over the last 52 weeks [2] - The company is based in Quincy, MA, and has been closely followed by Minot Light since its IPO in 2021, with management meetings and customer interactions enhancing the investment thesis [3] - Stran & Company exemplifies an overlooked small-cap opportunity, with no sell-side coverage and a daily trading volume of approximately $160K [3]