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 |
|---|---|---|---|
“Longleaf Partners International Fund returned 7.40% in Q4 and 17.42% for 2023, driven by strong performance across European investments while Asia allocation created relative drag. New co-portfolio managers...” | Q4 2023 Jan 1, 2024 | Preview | |
“Longleaf Partners International Fund delivered 1.35% in Q2 2023, bringing year-to-date returns to 13.82% and outperforming the FTSE Developed ex-North America Index. The concentrated value...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $1999.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.
