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 |
|---|---|---|---|
“The FAM Value Fund gained 2.70% in Q1 2023, trailing the Russell Midcap Index's 4.06% return due to overweight exposure to financial sector stocks amid banking sector turmoil. Three large bank...” | Q1 2023 Mar 31, 2023 | Preview | |
“McIntyre Partnerships delivered exceptional 2023 performance with 38% net returns versus 15% for Russell 2000 Value, driven by concentrated positions in event-driven and contrarian value opportunities. The fund's success...” | Q4 2023 Jan 24, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MBC.(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.
