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 |
|---|---|---|---|---|
Avenue Investment Management Bryden Teich | “Osisko Gold Royalties (OR) is a core Avenue holding. The firm owns royalties primarily in Canada, the U.S., and Australia—representing 80% of net asset value. Avenue highlights its strong jurisdictional exposure and steady cash flow from gold-linked royalty streams. The position was initiated in 2023 to capture gold's long-term role as a hedge against rising sovereign debt and inflation. BSD Analysis: Osisko's portfolio quality and cash-flow predictability make it a resilient gold play amid inflationary pressures. Rising central bank gold purchases and fiscal deficits strengthen the macro thesis. Trading at a discount to NAV with long-life assets, Osisko offers stable dividend growth and leverage to higher gold prices.” | BULL | Q3 2025 Sep 30, 2025 | 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.
