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 |
|---|---|---|---|
“We have 7% of the fund invested in two of China's biggest telecom providers which have over 1.2 billion mobile clients. These companies are...” | Q4 2023 Dec 31, 2023 | Preview | |
“The Investigator Trust returned 11.8% in 2024, matching the Australian market but underperforming global indices dominated by expensive US technology stocks. The manager maintains...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $0941.HK.
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.
