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 |
|---|---|---|---|
“PM Capital delivered strong performance in Q1 FY2026 as equity markets extended their rally from late April, with the Global Companies Fund rising 10% versus MSCI's 6% advance. The fund's outperformance...” | Q1 2025 Sep 30, 2025 | Preview | |
“PM Capital delivered strong performance in the September quarter with the Global Companies Fund rising 10% versus the MSCI World's 6% gain. The portfolio's outperformance...” | Q2 2024 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CXB.MC.
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.
