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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Forager Australian Shares Fund Steve Johnson | “OFX Group, foreign exchange provider, also had a difficult year. Net operating income was down 8.5% and profit was close to breakeven. The business has lost market share while working through a major technology transition, but still owns a valuable global licence footprint, client base and new platform. A strategic review (code for putting itself up for sale), with multiple credible parties now into the second phase of the process, remains ongoing. If public markets won't recognise the value on offer, another owner may.” | NEUTRAL | Q2 2026 Jul 15, 2026 | View Pitch |
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.
