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 Aristotle International Equity Fund returned -0.95% in Q2 2024, underperforming the MSCI EAFE Index (-0.42%). The fund made...” | Q2 2024 Jun 30, 2024 | Preview | |
“The Hotchkis & Wiley Mid-Cap Value Fund underperformed in Q4 2024, returning -2.39% versus -1.75% for the Russell Midcap Value Index, continuing a challenging year where value lagged growth for the seventh time in ten years. The fund's core...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MGA.(8 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.