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 |
|---|---|---|---|
“The abrdn Emerging Markets Fund returned 0.26% in Q1 2025, underperforming the benchmark by 267 basis points due to negative stock selection in China and Taiwan. Despite tariff uncertainty,...” | Q1 2025 Mar 31, 2025 | Preview | |
“Harding Loevner's Emerging Markets Equity strategy returned 6.4% in Q4 2023 but lagged the MSCI Emerging Markets Index's 7.9% gain. For the full...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $2015.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.
