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 |
|---|---|---|---|
“The abrdn Emerging Markets Fund returned 2.85% in Q2 2024, underperforming its benchmark due to weak Chinese stock selection partially offset by strong Taiwan and India performance. The fund focuses...” | Q2 2024 Jun 30, 2024 | Preview | |
“Mawer's Q4 2024 performance reflected mixed market dynamics, with the fund underperforming benchmarks due to challenges in their U.S. equity strategy against a market driven by high-flying technology stocks like NVIDIA and Tesla. Financial holdings performed...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ASM.AS.(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.
