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 |
|---|---|---|---|
“American Century's Small Cap Value Fund declined 6.25% in Q1 2025, outperforming the Russell 2000 Value Index's 7.74% decline. The portfolio maintains...” | Q1 2025 Mar 31, 2025 | Preview | |
“The Hotchkis & Wiley Mid-Cap Value Fund underperformed in Q4 2024, returning -2.39% versus -1.75% for the Russell Midcap Value Index, continuing a challenging year where value lagged growth for the seventh time in ten years. The fund's core...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CRGY.
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.
