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 |
|---|---|---|---|
“Diego Milano's concentrated value fund delivered -17.1% in 2022, outperforming the S&P 500 by 2.4 percentage points during a challenging year for both stocks and bonds. Despite the negative...” | Q1 2023 Jan 20, 2023 | Preview | |
“Dynasty Trust delivered a 7.73% quarterly return and 17.89% annual return in 2024, benefiting from strong performance in sports data companies Catapult International and Sportradar, along with liquidity providers Virtu Financial and Flow Traders. The fund maintains...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ODET.PA.(6 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.
