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 |
|---|---|---|---|
“Some of our worst-performing holdings in Q2 2023 were China Tourism Group Duty Free, Li Ning Co Ltd, and Anta Sports Products Ltd. These holdings suffered from the obvious reason that virtually everything in China went down on political banter and what has been perceived as a disappointing post-Covid opening... We have added...” | Q2 2023 Jun 30, 2023 | Preview | |
“We have added slightly to Li Ning and Anta, but we remain underweight China with a tilt to services and opening, as China's economic prosperity has to morph to the Western developed model of consumption to a greater degree.” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $2331.HK.(5 additional institutional mentions locked).
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.
