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 |
|---|---|---|---|---|
Upslope Capital Management George K. Livadas | “Upslope has owned FTI Consulting (leader in restructuring and dispute advisory) and Evercore (top independent M&A advisor) in the past. The Fund recently re-initiated positions in each of these companies. While they are bets on polar opposite outcomes (Evercore is very pro-cyclical, while FTI is the most counter-cyclical publicly traded company I follow), expectations for each appear modest. This was and remains especially true of FTI although it's more understandable as the company is going through some turmoil (employee turnover/retention challenges) in one of its non-core segments. Nonetheless, the unique macro environment - on/off trade war, the very pro-cyclical "One Big Beautiful Bill," lingering inflation, massive regulatory and technological (e.g. Al) uncertainty and change - should ultimately provide significant opportunities for both businesses ahead. BSD Analysis: Evercore is a high-quality, elite independent investment banking advisory firm whose stock is a leveraged bet on the inevitable, multi-year recovery in global M&A activity. The core thesis is driven by its status as a trusted senior advisor to corporations of the highest caliber, which allows it to secure high-value mandates on matters of strategic significance (M&A, takeover defense, restructuring). The firm's focus on objective counsel and its deep bench of restructuring advisory talent provide a crucial hedge against the cyclicality of M&A fees, stabilizing revenue during downturns. The stock is a high-conviction bet on the long-term, non-cyclical growth of corporate financial complexity and the eventual return of M&A volume.” | BULL | Q2 2025 Jul 15, 2025 | 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.
