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 |
|---|---|---|---|
“Symphony International Holdings reported a challenging 2023 with NAV declining 23.24% to US$381.26 million, primarily driven by a significant valuation decrease in Indo Trans Logistics Corporation due to global logistics sector headwinds. Despite market challenges...” Co-mentioned:$0700.HK | Q4 2023 Mar 26, 2024 | Preview | |
“Symphony International Holdings delivered a 14.90% NAV increase in 2024 to US$438.07 million, primarily driven by valuation increases in unlisted investments including ASG Hospital, Liaigre Hospitality Ventures, and Minuet Limited. The company successfully...” | Q4 2024 Mar 28, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MINT.BK.
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.
