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 |
|---|---|---|---|
“Hurdle Rate Unit Trust delivered 21.6% net returns in 2024, exceeding its 20% annual target but underperforming the S&P500's 37.5% return. Manager Tristan Waine...” | Q4 2024 Dec 31, 2024 | Preview | |
“Highly cash-generative recruiting firm trading at a 16% free cashflow yield. Deleveraging and starting...” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PPE.AX.(1 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.
