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 |
|---|---|---|---|
“Davis Global Fund delivered strong absolute returns of 17.21% in 2023, though underperformed the MSCI ACWI by 4.99%. The normalization of...” | Q4 2023 Jan 1, 2024 | Preview | |
“The Platinum Asia Fund returned -0.8% for Q2 2023 as China's post-COVID recovery proved disappointing while India, Taiwan and Vietnam outperformed. The fund's core...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $9618.HK.(4 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.
