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 |
|---|---|---|---|
“Tourlite Fund returned -4.6% in Q1 2025, maintaining a cautious stance with average net beta-adjusted exposure of 30%. The manager increased...” | Q1 2025 May 23, 2025 | Preview | |
“Tourlite Fund returned 6.0% in Q1 2024, maintaining its conservative market outlook despite elevated valuations and mixed economic signals. The fund operates...” | Q1 2024 Apr 24, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $OABI.
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.
