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 |
|---|---|---|---|
“Conestoga's Small Cap Growth strategy delivered strong first quarter performance, rising 12.26% net versus the Russell 2000 Growth Index return of 6.07%. The quarter began...” | Q1 2023 Mar 31, 2023 | Preview | |
“Conestoga's Micro Cap Composite advanced 9.91% in Q4 2024 but trailed the Russell Microcap Growth Index return of 11.55%, finishing the year up 13.52% versus the benchmark's 21.91%. The strategy faced...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $NOVT.(15 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.
