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 |
|---|---|---|---|
“Artisan Mid Cap Fund delivered a strong 5.14% return in Q4 2024, bringing full-year performance to 12.19%. The portfolio benefited...” | Q4 2024 Dec 31, 2024 | Preview | |
“Artisan Mid Cap Fund declined 2.95% in Q3 2023 but outperformed the Russell Midcap Growth Index's 5.22% decline through strong security selection. The portfolio was...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $IR.(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.
