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 Platinum Asia Fund returned -0.8% for Q2 2023 as China's post-COVID recovery proved disappointing while India, Taiwan and Vietnam outperformed. The fund's core...” | Q2 2023 Jun 30, 2023 | Preview | |
“The Platinum Asia Fund declined 2% during the quarter, with strong performance from Indian property developer Macrotech and Chinese e-commerce company PDD Holdings offset by weakness in Korean battery company LG Chem and some Chinese holdings. The fund is...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $2454.HK.(1 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.
