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 |
|---|---|---|---|
WS EkinsGuinness Dynamic Growth FundWeight: 0.6% | “Swire Pacific represents 0.6% of the fund as one of the top five equity holdings.” | Q1 2026 Mar 31, 2026 | Preview |
“The Third Avenue International Real Estate Value Fund generated a -5.60% return in Q3 2023 but maintained flat performance year-to-date at 0.00%, outperforming its benchmark by 7.06% for the first nine months. The Fund's outperformance...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $0019.HK.(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.
