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 |
|---|---|---|---|
“Global Data Centre Group is a core portfolio holding representing 10% of total portfolio exposure.” | Q4 2023 Dec 31, 2023 | Preview | |
“Sandon Capital Activist Fund returned -3.6% in October 2023, bringing annualized returns since inception to 9.2%. The fund maintains...” | Q3 2023 Oct 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GDC.AX.(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.
