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 |
|---|---|---|---|---|
Cooper Investors Global Equities Fund (Unhedged) Cooper Investors Pty Limited | “Over the financial year, the two largest detractors in the Compounding pool were Japanese accounting software company freee K.K. (4478) and wholesale insurance broke...” | BEAR | Q2 2026 Jul 31, 2026 | View Pitch |
Cooper Investors Global Equities Fund (Unhedged) Cooper Investors Pty Limited | “Although the portfolio has limited exposure to software businesses the largest detractor to returns for the quarter was Freee K.K. (4478), the Japanese software company primarily focused on providing ” | BULL | Q1 2026 May 13, 2026 | 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.
