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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
The Ceredex Mid-Cap Value Equity Strategy Portfolio Manager | “Life sciences tools and services firm Agilent Technologies outperformed as demand began to recover following an extended downturn in the industry after the COVID-19 pandemic and cuts to National Institutes of Health funding. Biotech funding and...” | BULL | Q3 2026 Sep 30, 2026 | View Pitch |
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.