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 |
|---|---|---|---|
“Tweedy, Browne's International Value Fund returned 5.71% in Q4 2023, trailing benchmark indices as global equity markets surged on improving inflation data and rate cut optimism. The fund's economically...” | Q4 2023 Dec 31, 2023 | Preview | |
“Tweedy, Browne's Value Fund returned 6.93% in Q4 2023 and 15.20% for the full year, trailing benchmark indices in a momentum-driven, risk-on environment. The fund's economically...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $KRA1V.HE.(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.
