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 |
|---|---|---|---|
“The Mairs & Power Small Cap Fund declined 2.04% year-to-date through Q3 2023, underperforming its benchmark due primarily to weakness in bank holdings amid rising interest rates pressuring deposit costs and margins. The fund maintains...” | Q3 2023 Sep 30, 2023 | Preview | |
“Mairs & Power Small Cap Fund returned 6.43% year-to-date through Q2 2023, slightly outperforming its benchmark. The manager emphasizes...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GBCI.(3 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.
