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 |
|---|---|---|---|
“THB Micro Cap Strategy seeks long-term capital appreciation by investing in 90-125 securities from the Russell Microcap Index, believing the micro-cap universe is inefficient and offers strong risk-adjusted returns. The strategy underperformed...” | Q4 2023 Dec 31, 2023 | Preview | |
“THB Micro Cap Strategy seeks long-term capital appreciation by investing in 90-125 securities from the Russell Microcap Index, believing the micro-cap universe is inefficient and offers strong risk-adjusted return opportunities. The strategy underperformed...” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PLUS.(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.
