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 |
|---|---|---|---|
“ValueWorks faces a particularly challenging investment environment amid unprecedented tariff policy announcements that could either support their positive multi-year prosperity thesis or lead to severe market disruption. Manager Charles Lemonides...” | Q1 2025 Mar 31, 2025 | Preview | |
“Artko Capital returned 6.9% in Q4 2023 and 1.6% for the full year, underperforming broader indices as small-cap markets remained in stagnant pools despite Federal Reserve liquidity releases. The manager maintains...” | Q4 2023 Feb 29, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MLP.(6 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.
