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 |
|---|---|---|---|
“Fawkes Capital Fund posted a 0.7% gain in January despite AI stock volatility from DeepSeek emergence. The manager maintains...” | Q4 2024 Feb 26, 2025 | Preview | |
“Next Century Growth Investors reported underperformance across most strategies in Q1 2025, with their micro cap strategy declining 14.75% versus the Russell Microcap Growth Index's 17.74% decline. The firm attributes...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $AGX.(9 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.
