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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Ennismore Global Equity Fund Ennismore Fund Management Limited | “D'Ieteren has undergone a massive fundamental transformation led by its primary asset, Belron, which has achieved significant scale economies and high net promoter scores. Additionally, industry-wide adoption of ADAS technology requires windscreen recalibration, which yields exceptionally high margins for the business. Despite strong recent share performance, the holding company's total valuation remains highly discounted compared to its sum-of-the-parts potential.” | BULL | Q1 2023 Apr 12, 2023 | View Pitch |
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.
