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 |
|---|---|---|---|
“FMI All Cap Equity delivered -1.84% net returns in Q4 2024 but achieved 11.15% for the full year, underperforming the Russell 3000 ETF benchmark. The fund maintains...” | Q4 2024 Dec 31, 2024 | Preview | |
“FMI Large Cap Equity delivered -4.03% net returns in Q4 2024 but achieved 10.53% for the full year, underperforming the S&P 500's 25.02% annual return. The fund maintains...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ARMK.
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.
