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 | “Rohto is a leading skincare and eye-drop manufacturer trading at a steep discount to peers due to inefficient R&D spending and weak investor communications. While it missed its recent annual guidance, management's new mid-term plan aligns with the fund's suggestions to focus on core high-value businesses, presenting significant upside potential.” | 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.
