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 |
|---|---|---|---|
“Japanese recruitment and media company Recruit is making excellent progress monetising its online jobseekers platform, helped by AI tools and new premium services.” | Q2 2026 Jul 29, 2026 | Preview | |
“The ClearBridge International Growth ADR Strategy outperformed its benchmark in Q4 2023 as international growth equities rebounded amid moderating inflation and declining bond yields. The strategy benefited...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $6098.T.(6 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.
