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 |
|---|---|---|---|
“Sandon Capital Activist Fund targets mispriced Australian small-cap companies, employing activist techniques to drive value creation through board changes and operational improvements. The 2024 reporting...” | Q3 2024 Sep 30, 2024 | Preview | |
“Sandon Capital Activist Fund delivered 4.7% returns in June 2023, driven by strong performance from Fleetwood (+3.8%) and the launch of a new activist campaign targeting Magellan Financial Group. The fund maintains...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $IDT.AX.(1 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.
