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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Stone Sentinel Capital Marcel Gozali | “Marex's excellent track record attracted your manager's attention. In the past decade, it increased revenues by a factor of 9 and EPS by 11. What was more impressive is the increase in returns. ROE in” | NEUTRAL | Q2 2026 Jul 6, 2026 | View Pitch |
Night Watch Investment Management Roderick van Zuylen | “Our largest position remains Marex (MRX), which is a company that benefits enormously from the current market volatility. Marex clears futures on behalf of their clients and when trading activity in o” | BULL | Q1 2026 Apr 1, 2026 | View Pitch |
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.
