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 |
|---|---|---|---|
Hinde GroupWeight: 9.5% | “AVI Global Trust declined 0.7% in October 2025, with Korean holdings providing the strongest contributions led by Samsung C&T, HD Hyundai, and Hyosung Corp. The fund has been building exposure to Korea, which now represents 9.5% of NAV, capitalizing on corporate governance reform and deep value opportunities with 68% of the KOSPI trading below book value. Korean names have...” | Q4 2023 Oct 31, 2025 | Preview |
“AVI Global Trust's NAV declined 0.7% in October 2025, with Korean holdings providing the strongest contributions led by Samsung C&T, HD Hyundai, and Hyosung Corp. The fund has been building exposure to Korea, which now accounts for 9.5% of NAV, capitalizing on the ongoing corporate governance reform agenda and the rich array of deeply undervalued companies. Korean names have...” | Q1 2024 Mar 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $9301.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.
