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 |
|---|---|---|---|
“Distillate's Q1 2023 letter addresses crosscurrents from concentrated gains in large tech stocks and banking sector stress. The firm's value-focused...” | Q1 2023 Apr 14, 2023 | Preview | |
“Distillate's Small/Mid Cap Quality & Value strategy returned 6.55% net in Q1 2023, outperforming the Russell 2000 by 3.79% and Russell 2000 Value by 7.14%. The strategy maintains...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $AMX.
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.