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 |
|---|---|---|---|
“American Century's International Growth Fund targets long-term capital growth through large companies in developed markets outside the U.S. The fund returned 1.87% in Q1 2025, underperforming the MSCI EAFE benchmark's 6.86% return. Major policy shifts...” | Q1 2025 Mar 31, 2025 | Preview | |
“Schafer Cullen's Global High Dividend ADR strategy delivered 8.6% net returns in Q2 2025, outperforming the MSCI ACWI Value Index by 280 basis points despite underperforming the broader MSCI ACWI Index. The strategy benefited...” | Q2 2025 Jul 21, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $8766.T.
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.
