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 |
|---|---|---|---|---|
AVI Worldwide Opportunities Fund Tom Treanor & Charlotte Cuthbertson | “Partners Group Private Equity (PEY) was also a material detractor. While most private equity managers made too many investments at high prices in 2021, we believe Partners Group were more guilty of this than most and reports that one such investment, French real estate services platform Emeria, is struggling under the weight of its leverage sent PEY's shares lower. We have been engaged with the board of PEY for some time on the future of the company, and this led to the announcement during the month that shareholders will be offered the opportunity to elect for a Realisation Share Class. At the current share price, we estimate a high-single digit IRR from moving into this share class after applying some haircuts to carrying values. We remain engaged with the board and manager.” | NEUTRAL | Q2 2026 Jul 17, 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.
