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 |
|---|---|---|---|
“Diamond Hill's International Strategy declined 5.06% net in Q3 2023, underperforming the MSCI ACWI ex USA Index by 129 basis points, bringing year-to-date returns to 7.89%. The portfolio benefited...” | Q3 2023 Sep 30, 2023 | Preview | |
“Mondrian maintains an overweight position in Japanese equities, benefiting from the market's resurgence driven by corporate governance reforms led by the Tokyo Stock Exchange. The TSE is...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $7751.T.(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.
