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 |
|---|---|---|---|
“Ennismore European Smaller Companies Fund posted a disappointing -6.5% return in 2024, with both long and short books contributing to losses. The fund's focus...” | Q4 2024 Jan 10, 2025 | Preview | |
“Listed as a top-five long holding at 2.8% of NAV and contributed 26 bps in June.” | Q2 2025 Jul 7, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $AAD.DE.(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.
