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 |
|---|---|---|---|
“Langdon Global Smaller Companies Portfolio delivered flat performance in Q1 2025 amid significant market volatility driven by tariff uncertainty and policy changes. The manager views...” | Q1 2025 Apr 30, 2025 | Preview | |
“Forager delivered exceptional returns in FY2025 with the Australian Shares Fund returning 31.1% versus 13.2% for the All Ordinaries Index. The fund benefited...” | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $JLG.AX.(5 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.
