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 |
|---|---|---|---|
“EQUAM Global Value Fund underperformed in Q3 2025, declining 3.9% versus 3.5% for European indices, primarily due to zero banking exposure and focus on abandoned European small-cap sector. The fund's underperformance...” | Q1 2025 Sep 1, 2025 | Preview | |
“Tweedy Browne International Value Fund II returned 0.73% in Q2 2023, underperforming its benchmark as global markets were driven by a narrow group of US mega-cap technology stocks. The fund's returns...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $NRMG.DE.(1 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.
