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 |
|---|---|---|---|
“Hosking Partners' Q4 2023 ESG report examines the dramatic value destruction in offshore wind, where companies like Ørsted and Siemens Energy fell 75% from 2021 highs. The firm's capital...” | Q4 2023 Dec 31, 2023 | Preview | |
“Orbis Global Equity maintains a significant 13% allocation to Japan, viewing it as an outstanding stockpicker's market despite historically poor passive returns. The manager emphasizes...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $1605.T.
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.
