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 |
|---|---|---|---|---|
Ross & Van Compernolle Portfolio Manager | “D&L Industries is a market-leading chemicals manufacturer poised to double its high-margin capacity with a new facility opening in mid-2023. The manager expects this expansion to boost export share and expand margins over the next three years. Despite reporting record FY22 profits, the stock trades well below its 2019 levels.” | BULL | Q1 2023 Apr 14, 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.
