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 |
|---|---|---|---|---|
AGT Partners Greg | “Shareholders may have noticed that we have recently surfaced as a substantial shareholder, with more than 5% ownership, in several local listed companies, including OKP, Marco Polo Marine, Nam Cheong, and ISOTeam. These were not sudden purchases. We have followed each of these companies for many years and have patiently accumulated our stakes over time. Each company has a long operating track record, a strong value proposition within its respective industry, and is led by highly experienced founder-management teams with sizeable and, in some cases, increasing ownership. Importantly, we have also observed how these management teams behaved during difficult periods—when business conditions were tough, capital was scarce, and difficult decisions had to be made. We are glad to be associated with such capable managers, and our intention is to remain long-term owners as they continue to build and strengthen their businesses.” | NEUTRAL | Q2 2026 Jul 29, 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.
