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 |
|---|---|---|---|
“Fidelity Growth Strategies Fund returned -8.03% in Q1 2025, underperforming the Russell Midcap Growth Index's -7.12% as post-election optimism gave way to policy uncertainty, particularly around trade and tariffs. The fund's underperformance...” | Q1 2025 Mar 31, 2025 | Preview | |
“Fidelity Growth Strategies Fund gained 6.28% in Q3 2024, slightly underperforming the Russell Midcap Growth Index return of 6.54%. The fund maintains...” | Q3 2024 Sep 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $COH.
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.
