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 |
|---|---|---|---|
“EVS Broadcast Equipment SA was our largest detractor, costing the fund 54bps as it reported weak Q1 figures, FY26 earnings guidance range was widened at both ends, and the departure of its CFO was announced.” | Q2 2026 Jul 11, 2026 | Preview | |
“EVS Broadcast Equipment SA was our largest detractor, costing the fund 54bps as it reported weak Q1 figures, FY26 earnings guidance range was widened at both ends, and the departure of its CFO was announced.” | Q2 2026 Jul 11, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $EVS.BR.(9 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.
