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 Global Equity Fund delivered strong Q3 performance of 8.3% through effective long/short positioning during a period of rising bond yields. The fund's core...” | Q3 2023 Oct 6, 2023 | Preview | |
“BXPE delivered a 3.9% net return in Q1 2025, marking 15 consecutive months of positive performance and outperforming public equity markets by 800+ basis points. The fund maintains...” Co-mentioned:$7203.T | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ADEV.OL.
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.
