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 |
|---|---|---|---|
“Polen Capital's Global SMID Company Growth portfolio declined 4.84% gross in Q1 2025, underperforming the MSCI ACWI SMID Cap Index return of -1.71%. The quarter was...” | Q1 2025 Mar 1, 2025 | Preview | |
“The Gabelli International Small Cap Fund declined 6.11% in 2024, underperforming the MSCI EAFE Small Cap Index which returned 2.32%. The fourth quarter...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $8136.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.
