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 |
|---|---|---|---|
“Third Avenue Real Estate Value Fund generated a 23.27% return in 2023, outperforming its benchmark by over 12%. The Fund maintains...” | Q4 2023 Dec 31, 2023 | Preview | |
“Baron Focused Growth Fund delivered exceptional performance in Q4 2024, gaining 14.49% versus the Russell 2500 Growth Index's 2.43%, driven primarily by Disruptive Growth investments that benefited from Trump's election victory and expectations of continued Fed rate cuts. Tesla led performance...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $AMH.(8 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.
