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 Evermore Global Value Fund employs a catalyst-driven value investing approach, seeking companies globally with compelling valuations undergoing strategic changes to unlock value. The fund returned...” | Q2 2023 Jun 30, 2023 | Preview | |
“ValueWorks Capital Appreciation returned -1.67% net in Q3 2023, outperforming the S&P 500's -3.28% decline. Manager Charles Lemonides...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $NETI.
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.
