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 |
|---|---|---|---|
“ROCKLINC Partners Fund returned 0.8% in Q2 2023 and 6.2% year-to-date, compounding at 7.2% annually since inception. The fund maintains...” | Q2 2023 Jun 30, 2023 | Preview | |
“Parnassus Value Equity Fund returned -3.81% in Q2 2024, underperforming the Russell 1000 Value Index's -2.17% due primarily to stock selection in Healthcare. The fund maintains...” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BEP.(3 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.
