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 |
|---|---|---|---|
“Diamond Hill's International Strategy generated positive returns in Q1 2025 but trailed the benchmark's robust 5.23% return. The portfolio benefited...” | Q1 2025 Mar 31, 2025 | Preview | |
“Upslope delivered -7.3% in Q4 2024, the most challenging quarter since early 2021, bringing full-year returns to +9.4%. The manager attributes...” | Q4 2024 Jan 15, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $NWC.TO.(2 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.
