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 |
|---|---|---|---|
“Distillate Capital's International FSV strategy returned 9.26% net through Q3 2023, outperforming the MSCI ACWI Ex-US benchmark by 4.25%. The manager continues...” | Q3 2023 Oct 11, 2023 | Preview | |
“Distillate Capital continues to see significant opportunity in equities through selective investing that avoids two major risks: elevated debt levels among small-caps combining with higher interest rates, and stretched valuations among large expensive stocks that are depressing overall market attractiveness. The firm's U.S....” | Q3 2023 Oct 11, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PRIO3.SA.(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.
