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 |
|---|---|---|---|
“Accordingly and after careful examination, we have increased our stake in a number of insurance companies, including Fairfax Financial Holdings (FFH.TO), which has compounded book value at an almost 18% rate for the past 30 years, Assured Guarantee (AGO), and Markel Corporation managed by the exemplary Thomas Gayner, and the Norwegian insurance company, Protector Insurance (PSKRF(, which is a rising star in the European insurance field. These companies continued...” | Q4 2023 Dec 31, 2023 | Preview | |
“Zelikovic Investments delivered 12.24% returns in 2024 for their Ayalon Global Stocks fund, matching S&P 500 performance despite having no exposure to the Magnificent Seven stocks. The fund focuses...” | Q4 2024 Apr 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $AGO.(1 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.
