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 |
|---|---|---|---|
“Auscap Asset Management operates two Australian equity funds with concentrated, high conviction approaches. The High Conviction...” | Q1 2025 Mar 1, 2025 | Preview | |
“Back in December last year, Northern Star agreed to acquire De Grey Mining in an all scrip transaction and at the time of writing looks set to take the keys. The deal represents...” | Q1 2025 Mar 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DEG.AX.
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.
