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 |
|---|---|---|---|
“Baird's Small/Mid Cap Growth strategy declined 8.9% net in Q3 2023, underperforming the Russell 2500 Growth Index's 6.8% decline. The quarter was...” | Q3 2023 Sep 30, 2023 | Preview | |
“Baird's Small/Mid Cap Growth strategy returned 3.4% net in Q2 2023, underperforming the Russell 2500 Growth Index's 6.4% return. The portfolio's bias...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CNMD.(1 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.
