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 |
|---|---|---|---|
“Harding Loevner's International Equity strategy delivered 16.2% gross returns in 2023, matching the MSCI ACWI ex US benchmark. The portfolio's collection...” | Q4 2023 Dec 31, 2023 | Preview | |
“Harding Loevner's International Equity strategy returned 9.23% net in Q2 2025, trailing the MSCI ACWI ex US Index's 12.3% gain. The underperformance was...” | Q2 2025 Jul 3, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $6301.T.(2 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.
