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 |
|---|---|---|---|
“Diamond Hill's Small Cap Strategy outperformed the Russell 2000 Index in Q4 2024 and for the full year, generating net returns of 0.96% and 13.29% respectively. The portfolio benefited...” | Q4 2024 Dec 31, 2024 | Preview | |
“Bottom contributor in Q2 due to Medicare/Medicaid federal cuts, but firm continues to find its valuation compelling at current levels.” | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ASTH.
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.
