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 |
|---|---|---|---|
“VELA International Fund declined 0.90% in Q1 2026, matching the MSCI World Ex-US Index amid geopolitical turmoil. The quarter saw...” | Q1 2026 Apr 21, 2026 | Preview | |
“Headwaters Capital delivered strong Q4 2023 performance with +17.1% net returns versus +12.8% for the Russell Mid Cap Index, driven by stock selection. Full year 2023...” | Q4 2023 Jan 12, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $IPAR.(4 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.
