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 | “Atsugi is an apparel manufacturer that recently announced guidance forecasting its first operating profit in eight years. The company is actively restructuring and offsetting those costs through the sale of cross-shareholdings, which the manager believes leaves significant upside to the share price.” | 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.
