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 |
|---|---|---|---|
“Over the last two quarters, I've dedicated considerable time to studying European software companies – a deep dive initially sparked by three of our UK core holdings and their digital transformation efforts (MAB1, TPFG, and LSL). These high-quality companies...” | Q1 2025 Apr 2, 2025 | Preview | |
“Gehlen Bräutigam Capital returned -2.59% in Q3 2023, bringing the fund's inception-to-date annualized return to 2.28%. The managers believe...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MAB1.L.(4 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.
