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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Seafarer Overseas Growth And Income Fund Lydia So, Paul Espinosa, Andrew Foster | “ADNOC Gas faced share price pressure alongside other regional holdings due to geopolitical conflicts, although its physical operations remain unaffected. The manager is maintaining a patient, long-term stance based on facts over market headlines.” | BULL | Q1 2026 Mar 31, 2026 | View Pitch |
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.
