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 |
|---|---|---|---|
“Brown Capital Management's Mid Company Fund returned 14.08% in Q4 2023, slightly underperforming the Russell Mid Cap Growth Index's 14.55% but outperforming for the full year with 27.14% versus 25.87%. The fund's patient,...” | Q4 2023 Dec 31, 2023 | Preview | |
“Polen Capital's U.S. SMID Company Growth Portfolio declined 12.38% gross in Q1 2025, underperforming the Russell 2500 Growth Index's 10.80% decline amid heightened volatility from Trump administration trade policies and cost-cutting measures. The managers responded...” | Q1 2025 Mar 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MANH.(2 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.
