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 |
|---|---|---|---|---|
Smoak Capital Management Daniel B. Smoak | “Azeus demonstrated outstanding execution with strong revenue and profit growth alongside an accelerating core software product. The launch and cross-selling of its Convene ESG product offer significant growth runway across South East Asia, supported by a near 6% dividend yield.” | BULL | Q4 2024 Dec 31, 2024 | 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.
