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 |
|---|---|---|---|
“Longleaf Global owns quality businesses at 12.5x P/E versus mega-caps at 29x, creating significant valuation arbitrage. Despite Q3 weakness...” | Q3 2023 Oct 1, 2023 | Preview | |
“International fund delivered strong 17.42% annual returns through disciplined value investing in high-quality European and Asian businesses. New management team...” | Q4 2023 Jan 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GLB.(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.