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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
AVI Japan Opportunity Trust Joe Bauernfreund | “Kurabo Industries is the portfolio's largest holding, benefiting from active engagement where management is redirecting focus away from unprofitable textiles toward high-quality chemicals and technology. The company recently adopted capital efficiency measures recommended by the manager, including a 10% ROE target, a substantial buyback, and plans to reduce cross-shareholdings.” | BULL | Q1 2025 May 31, 2025 | View Pitch |
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.
