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 |
|---|---|---|---|
“PM Capital delivered strong performance in Q3 2025, with the Global Companies Fund rising 10% versus the MSCI World's 6% gain. The fund's outperformance...” | Q2 2024 Sep 30, 2025 | Preview | |
“PM Capital's Global Companies Fund delivered strong performance in Q3 2025, rising 10% versus the MSCI World's 6% gain, driven by disciplined stock selection in undervalued cyclical sectors. The portfolio's commodity...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CIP.AX.(7 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.
