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 |
|---|---|---|---|
“Brown Capital Management's Mid Company Fund returned -7.85% in Q2 2024, underperforming the Russell MidCap Growth index's -3.21% return. The fund faced...” | Q2 2024 Jun 30, 2024 | Preview | |
“Brown Capital Management's Mid Company Fund returned 14.08% in Q4 2023, slightly underperforming the Russell Mid Cap Growth Index's 14.55% but outperforming for the full year with 27.14% versus 25.87%. The fund's patient,...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $OMCL.(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.
