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 Platinum International Technology Fund returned -0.9% for Q3 2023, outperforming the technology benchmark which fell over 3%. Key contributors included...” | Q3 2023 Sep 30, 2023 | Preview | |
“The London Company's SMID Cap portfolio declined 5.0% in Q3 2023 versus a 4.8% drop in the Russell 2500 Index, as rising interest rates and energy prices weighed on equities. The portfolio underperformed...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BKI.(4 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.
