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 | |
“Gator Financial Partners delivered 7.44% returns in Q3 2023, driven primarily by its concentrated position in regional banks. The fund's largest...” | Q4 2023 Oct 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MTB.(11 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.
