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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Aoris International Fund Matthew Berry | “Compass is the world's largest contract catering business. It serves over 16 million meals a day across tens of thousands of corporate offices and industrial sites, healthcare facilities, schools and universities, sporting and entertainment venues, and defence and mining sites. AI is helping Compass improve its labour scheduling, demand forecasting, recruitment, sales effectiveness and contract renewals. Management also sees a long-term opportunity to serve workers in the data centre ecosystem, both during construction and ongoing operation. Corporate dining accounts for only 20% of Compass' revenue, and the corporate customer segment has been the fastest growing part of Compass over the last few years. Compass Group's share price rose by 18% in the quarter, contributing around 1.5% to portfolio return.” | NEUTRAL | Q2 2026 Jul 23, 2026 | View Pitch |
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.
