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 |
|---|---|---|---|---|
Oldfield Partners Overstone World All Cap Equity Fund Richard Oldfield | “easyJet was among the strongest contributors during the quarter, helped by the takeover approach from Castlelake, a US investment firm. Castlelake has raised its proposal repeatedly to 650p, valuing the airline at close to £5bn. The board has rejected each bid as opportunistic, arguing that they exploit a share price temporarily depressed by Middle East-related weakness and fundamentally undervalue the company. We agree. The approach vindicates our own view that the market had been mispricing the business: a very attractive set of assets, particularly its slot portfolio and fleet. We are encouraged that the board is holding out for full value.” | BULL | Q2 2026 Jul 8, 2026 | View Pitch |
Oldfield Partners Overstone Global Large Cap Portfolio Manager | “easyJet was among the strongest contributors during the quarter, helped by the takeover approach from Castlelake, a US investment firm. Castlelake has raised its proposal repeatedly to 650p, valuing t” | BULL | Q2 2026 Jun 30, 2026 | 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.
