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 |
|---|---|---|---|
“Orbis International Equity has significantly increased Japan exposure from 7% to over 20%, capitalizing on what the manager views as one of the most compelling value opportunities in global markets. The strategy focuses...” | Q1 2025 Mar 31, 2025 | Preview | |
“Pzena International Value ADR delivered strong performance in Q3 2025 with a 6.6% net return, outperforming benchmarks as value stocks outpaced growth. The portfolio benefited...” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $8795.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.
