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 |
|---|---|---|---|
“The Aristotle Small/Mid Cap Equity Fund posted a -6.18% return in Q1 2025, outperforming the Russell 2500 Index's -7.50% decline. The quarter saw...” | Q1 2025 Mar 31, 2025 | Preview | |
“Torre Financial's portfolio declined 2.02% in Q1 2025, outperforming the S&P 500's 4.27% decline as markets entered a bear market driven by Trump's tariffs and global economic challenges. The fund's prescient...” | Q1 2025 Apr 12, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ADC.(5 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.
