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 Small Cap Fund delivered strong Q4 2023 performance, gaining 12.64% versus 12.75% for the Russell 2000 Growth Index, capping off an excellent year with 27.19% returns that beat the benchmark by 853 basis points. The fund benefits...” | Q4 2023 Dec 31, 2023 | Preview | |
“Liberty Park Fund delivered strong Q2 2023 performance with 14.60% net returns versus 5.18% for the Russell 2000, driven by alpha generation on both long and short positions. The fund capitalizes...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ETWO.
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.