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 |
|---|---|---|---|
“Baron Global Advantage Fund delivered strong performance in Q4 2024, gaining 11.9% versus a 1.0% decline in the MSCI ACWI Index, bringing full-year returns to 26.4% versus 17.5% for the benchmark. The fund's outperformance...” | Q4 2024 Dec 31, 2024 | Preview | |
“Baron FinTech Fund rose 4.83% in Q1 2023, underperforming the FactSet Global FinTech Index's 8.24% gain due to unfavorable stock selection in Tech-Enabled Financials and unique exposure to Digital IT Services. The Fund's lack...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ENDV.L.(1 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.
