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 |
|---|---|---|---|
“Upslope delivered -7.3% in Q4 2024, the most challenging quarter since early 2021, bringing full-year returns to +9.4%. The manager attributes...” | Q4 2024 Jan 15, 2025 | Preview | |
“Upslope delivered strong Q2 performance with +8.9% net returns, significantly outperforming benchmarks during April's tariff-related volatility. The fund maintains...” | Q2 2025 Jul 15, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DSFIR.AS.(4 additional institutional mentions locked).
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.
