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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Arisaig Asia Fund Lindsay | “This cosmetics producer is successfully diversifying away from its historical reliance on China by scaling up robustly in Japan, the United States, and domestic multi-brand channels. Despite continuing headwinds in China, overall profitability is stabilizing, and its multi-channel distribution offers deep competitive advantages.” | BULL | Q1 2026 Mar 31, 2026 | View Pitch |
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.
