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 |
|---|---|---|---|
“RF Capital returned -2.43% net in Q1 2025, outperforming major indices during a volatile period. The fund maintains...” Co-mentioned:$SFM | Q1 2025 May 1, 2025 | Preview | |
“RF Capital delivered exceptional performance in 2023 with a 56.07% net return, significantly outperforming major indices. The fund maintains...” Co-mentioned:$SFM | Q4 2023 Feb 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $2660.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.
