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 |
|---|---|---|---|---|
Vela International Fund Bob Sharpe | “Hikma Pharma (Health Care; HIK) was the fifth-best contributor in the quarter. Hikma is a specialty UK generic pharma company with strength in Branded generics and a high-margin Injectables segment. Hikma rebounded from a large guidance downgrade in February on a good earnings result in April and reiterated its new guidance. The nice rebound demonstrated how skittish investor sentiment was following the initial downgrade, which we used as an opportunity to add to the position. The discount to our estimate of intrinsic value (IV) was extremely wide, and, like the health care names above, even after the stock price rebound, the discount to estimated IV remains considerable.” | BULL | Q2 2026 Jul 22, 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.
