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 |
|---|---|---|---|
“Harding Loevner's Emerging Markets Equity strategy returned 6.4% in Q4 2023 but lagged the MSCI Emerging Markets Index's 7.9% gain. For the full...” | Q4 2023 Dec 31, 2023 | Preview | |
“Harding Loevner's Emerging Markets Equity strategy returned 1.31% net in Q1 2025, underperforming the MSCI Emerging Markets Index's 3.01% return. China outperformed most...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ASIANPAINT.NS.(1 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.
