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 |
|---|---|---|---|
“Cooper Investors delivered 20% returns in 2023 through disciplined value investing across cyclicals, growth, and turnaround opportunities. The fund successfully...” | Q4 2023 Dec 31, 2023 | Preview | |
“Artisan Mid Cap delivered strong 5.14% Q4 returns driven by Internet, media and software holdings benefiting from AI adoption and easing macro pressures. The fund lagged...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $FTV.(4 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.