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 |
|---|---|---|---|
“American Century's Small Cap Value Fund declined 6.25% in Q1 2025, outperforming the Russell 2000 Value Index's 7.74% decline. The portfolio maintains...” | Q1 2025 Mar 31, 2025 | Preview | |
“The Sustainable Value Strategy outperformed its benchmark despite challenging conditions for small caps in Q2 2024. The Russell 2000's...” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $EVTC.(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.
