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 |
|---|---|---|---|
“Asheville Capital delivered a -3.0% net return in Q1 2025 versus -0.9% for the MSCI ACWI benchmark, amid extreme volatility triggered by Trump Administration tariff announcements. The manager built...” | Q1 2025 Apr 22, 2025 | Preview | |
“Longriver Partners returned -0.3% in Q1 2025, outperforming the MSCI AC World's -1.2% return. Manager Graham Rhodes...” | Q1 2025 Apr 18, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $9442.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.
