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 |
|---|---|---|---|---|
Gator Capital Management Derek Pilecki | “Ameriprise Financial combines an independent advisory and brokerage platform with a captive asset manager and insurance/annuity operations. The company serves over 2 million individual, business, and ” | BULL | Q1 2026 May 11, 2026 | View Pitch |
Aristotle Value Equity Fund Howard Gleicher | “Ameriprise Financial continues to generate robust growth by shifting its focus toward low-capital, fee-based wealth and asset management services. Strong equity markets and record wealth management client inflows have boosted assets under management past $1 trillion, unlocking substantial excess cash flow. With over 80% of revenues derived from fee-based segments, the firm remains well-positioned to drive future growth and sustain significant long-term capital returns to shareholders.” | BULL | Q4 2024 Dec 31, 2024 | 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.