Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“Polaris Global Equity returned 12.47% net in Q4 2023, outperforming the MSCI World Index's 11.53% return. The fund's overweight...” | Q4 2023 Dec 31, 2023 | Preview | |
“The Platinum International Fund returned 5.4% for Q1 2023, underperforming the market's 8.7% return due to sector divergences following banking failures. Key contributors included...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $000338.SZ.(1 additional institutional mentions locked).
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
