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 |
|---|---|---|---|
“Tourlite Fund returned 1.1% in Q4 2023 and 8.8% for the full year, outperforming the Russell 2000 while maintaining low net exposure around 8%. The fund's core...” | Q4 2023 Jan 26, 2024 | Preview | |
“Tourlite Fund returned -4.6% in Q1 2025, maintaining a cautious stance with average net beta-adjusted exposure of 30%. The manager increased...” | Q1 2025 May 23, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $IMVT.(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.
