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 |
|---|---|---|---|
“Farrer Wealth's Managed Solution delivered strong Q3 FY2023 performance with 13.75% returns versus 6.15% benchmark, driven by gains in Evolution, eDreams, and Sea Limited. The portfolio focuses...” | Q1 2023 Mar 31, 2023 | Preview | |
“Antipodes Global Fund underperformed its benchmark in Q3 2025 but continues to significantly outperform year-to-date and over 12 months. The portfolio benefited...” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ASAI3.SA.
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.
