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 |
|---|---|---|---|
“Harding Loevner's Global Equity strategy returned -0.95% net in Q4 2024, in line with the MSCI ACWI Index decline of -0.89%, while generating 14.50% net returns for the full year versus the benchmark's 18.02%. The portfolio benefited...” | Q4 2024 Dec 31, 2024 | Preview | |
“EdgePoint's investment approach centers on developing proprietary insights through deep, cross-sector research that connects seemingly unrelated opportunities. The firm's discovery...” Co-mentioned:$LECO | Q4 2023 Jan 17, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ALFA.ST.(3 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.
