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 |
|---|---|---|---|
“Frank Value Fund returned 15.13% in 2023, outperforming the Russell Midcap Value Index but trailing the S&P 500. The fund's catalyst-augmented...” | Q4 2023 Dec 31, 2023 | Preview | |
“The Frank Value Fund returned 6.22% in Q1 2023, outperforming 95% of the mid-cap value Morningstar category despite volatile market conditions. Portfolio manager Brian...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $OPRA.(2 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.
