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 |
|---|---|---|---|
“also in the financial services software space, IRESS (+10%) rallied in line with global software stocks previously sold off on fears around AI disruption;” | Q2 2026 Aug 14, 2026 | Preview | |
“Langdon's Global Smaller Companies Portfolio delivered strong Q4 2023 performance of 8.6% and 26.7% for the full year, owning 28 businesses primarily in the UK, Europe, and US. The manager emphasizes...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $IRE.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.
