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 |
|---|---|---|---|
“Meridian Hedged Equity gained 8.96% in Q4, underperforming the S&P 500 due to its risk-first approach. Strong performance from...” | Q4 2023 Dec 31, 2023 | Preview | |
“Meridian Hedged Equity Fund underperformed in Q4 with 0.07% return versus S&P 500's 2.41%. Strategy emphasizes downside...” | 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.