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 |
|---|---|---|---|
“TimesSquare's U.S. Mid Cap Growth strategy delivered strong performance in Q4 2023, with the portfolio gaining 13.44% net as global equity markets rebounded on speculation of central bank policy pivots. The manager maintains...” | Q4 2023 Dec 31, 2023 | Preview | |
“Recurve Capital Partners returned -13% net in Q1 2025, underperforming the S&P 500's -4.6% return amid significant market volatility driven by Trump administration tariff policies. f....” | Q1 2025 May 14, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BC.(6 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.
