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 Meridian Hedged Equity Fund gained 8.96% net in Q4 2023, trailing the S&P 500's 11.69% return but outperforming the CBOE S&P 500 Buy/Write Index at 4.19%. The fund's strategy...” | Q4 2023 Dec 31, 2023 | Preview | |
“The Meridian Hedged Equity Fund gained 0.07% net in Q4 2024, underperforming the S&P 500's 2.41% return. The fund's investment...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $COTY.(6 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.
