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 |
|---|---|---|---|
“Third Avenue Real Estate Value Fund generated -5.53% in Q3 2023 but outperformed its benchmark year-to-date with +2.15% versus -4.10%. The Fund celebrated...” | Q3 2023 Sep 30, 2023 | Preview | |
“Ennismore Global Equity Fund delivered positive returns in Q1 2025 (+1.8% GBP, +0.8% EUR) amid extreme market rotations driven by tariff policies and geopolitical uncertainty. The fund benefited...” | Q1 2025 Apr 10, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $FR.(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.
