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 |
|---|---|---|---|
“Stone Sentinel Capital delivered 45.3% year-to-date returns versus 14.8% for the S&P 500, employing a concentrated value strategy that screens 80,000 global stocks to select just 5-6 positions. The fund targets...” Co-mentioned:$1629.HK | Q2 2024 Jun 30, 2024 | Preview | |
“Stone Sentinel Capital delivered 45.3% year-to-date returns versus 14.8% for the S&P 500, employing a concentrated value strategy that screens 80,000 global stocks to select 5-6 positions. The fund targets...” Co-mentioned:$0161.HK | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $5238.KL.(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.
