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 |
|---|---|---|---|---|
Protean Select Pontus Dackmo | “Intea is a defensive, high-quality real estate company focused on specialized public-tenant properties such as police stations and prisons. The firm has low operational risk, high project activity, and a strong pipeline of developments that will drive double-digit compound growth in NAV and cash earnings over the next three years. It trades at an attractive discount to NAV with higher yields than standard office properties.” | BULL | Q4 2024 Jan 7, 2025 | 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.
