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 |
|---|---|---|---|
“TimesSquare Capital Management's U.S. Small Cap Growth Strategy outperformed the Russell 2000 Growth Index in Q2 2024, returning -1.83% net versus the benchmark's -2.92%. The portfolio benefited...” | Q2 2024 Jun 30, 2024 | Preview | |
“Baron Discovery Fund returned 22.58% in 2023, outperforming the Russell 2000 Growth Index by 3.92%. The managers attribute...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $EWCZ.(2 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.
