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 Driehaus Small Cap Growth strategy underperformed in Q4 2022, gaining 1.11% net versus the Russell 2000 Growth Index's 4.13%, capping a difficult year with -34.31% returns. The manager believes...” | Q4 2024 Jan 12, 2023 | Preview | |
“Driehaus Small Cap Growth Strategy underperformed in Q4 2022, gaining 1.11% net versus the Russell 2000 Growth Index's 4.13% return. For the full...” | Q4 2023 Jan 12, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CALX.(2 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.