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 Bonhoeffer Fund returned -4.0% net in Q3 2023, underperforming the MSCI World ex-US (-3.8%) but trailing the DFA International Small Cap Value Fund (0.1%). The manager believes...” | Q3 2023 Dec 20, 2023 | Preview | |
“The Bonhoeffer Fund returned 2.4% net in Q2 2023, underperforming the MSCI World ex-US (3.0%) but outperforming the DFA International Small Cap Value Fund (0.9%). The manager believes...” | Q2 2023 Oct 2, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CNSL.(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.
