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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Van Der Mandele Arar Fund Joost van der Mandele | “Jackson has a habit of moving up and down for strange reasons. It went down over 10% on Q1 earnings earlier and made us tactically expand our position, and after it ...” | BULL | Q2 2026 Aug 18, 2026 | View Pitch |
Van Der Mandele Arar Fund Joost van der Mandele | “Our biggest position is meant to be a boring American life insurer trading at a P/E of 4. In the case of Jackson we have had some positive growth surprises in RILA sales in the past, and now they are ” | BULL | Q4 2025 Feb 12, 2026 | View Pitch |
Van Der Mandele Arar Fund Joost van der Mandele | “Our biggest position is meant to be a boring American life insurer trading at a P/E of 4. In the case of Jackson we have had some positive growth surprises in RILA sales in the past, and now they are also partnering with TPG. By partnering with a large global alternative asset manager, they can widen their product range and are expected to deliver better margins on their products. The stock has gone up over 20% on the back of this development. BSD Analysis: Jackson Financial has entered a landmark strategic partnership with TPG Inc. in early 2026, which includes a $500 million equity investment from TPG. This partnership allows Jackson to leverage TPG's private credit platform to support the "capital-efficient" growth of its fixed and fixed-indexed annuity sales. The company has also established Hickory Re, a new captive reinsurer, to optimize its spread-based business. For 2026, Jackson intends to utilize its increased capital generation to sustain its robust share repurchase program and dividend yield, which remains a core draw for value investors.” | BULL | Q4 2025 Feb 12, 2026 | View Pitch |
Curreen Capital Christian Ryther | “The manager exited a previously large position in Jackson Financial due to its high correlation with the performance of the S&P 500. Attempting to predict market direction proved challenging, leading the manager to reduce discomfort by selling.” | BEAR | Q4 2024 Dec 31, 2024 | View Pitch |
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.
