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 |
|---|---|---|---|
Hinde GroupWeight: 9.5% | “AVI Global Trust declined 0.7% in October 2025, with Korean holdings providing the strongest contributions led by Samsung C&T, HD Hyundai, and Hyosung Corp. The fund has been building exposure to Korea, which now represents 9.5% of NAV, capitalizing on corporate governance reform and deep value opportunities with 68% of the KOSPI trading below book value. Korean names have...” | Q4 2023 Oct 31, 2025 | Preview |
“AVI Global Trust declined 0.7% in October 2025, with strong performance from Korean holdings offset by weakness in News Corp. The fund is building exposure to Korea, now 9.5% of NAV, capitalizing on corporate governance reforms and deep value opportunities with 68% of the KOSPI trading below book value. Korean names have...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $004020.KS.
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.
