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 |
|---|---|---|---|
“AVI Japan Opportunity Trust delivered a +0.9% NAV return in May 2025, outperforming the benchmark by maintaining focus on over-capitalised small-cap Japanese equities. The portfolio's domestic...” | Q1 2025 May 31, 2025 | Preview | |
“Broadmedia was the largest contributor over the month, adding +50bps to performance as its share price rose +9%. 27% overall and...” | Q2 2025 May 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $4347.T.(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.
