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 |
|---|---|---|---|
“Fidelity Small Cap Discovery Fund returned -7.22% in Q2 2024, underperforming the Russell 2000 Index which declined 3.28%. The underperformance was...” | Q2 2024 Jun 30, 2024 | Preview | |
“Fidelity Small Cap Discovery Fund returned -7.22% in Q2 2024, underperforming the Russell 2000 Index's -3.28% return. The fund's value-oriented...” | Q1 2025 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $OMI.
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.
