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 |
|---|---|---|---|
“Jardine Matheson (Breakup Value and Management Change), a +fth generation family-owned enterprise, is another example. It has survived...” | Q1 2026 Mar 31, 2026 | Preview | |
“Richard Oldfield's Overstone World All Cap Equity Fund delivered strong performance with 6.7% quarterly and 29.1% year-to-date returns, though slightly trailing the MSCI ACWI benchmark. The portfolio's largest...” | Q1 2025 Oct 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $J36.SI.(15 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.
