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 |
|---|---|---|---|
“Hardman Johnston Global Equity returned -6.54% net in Q1 2026, underperforming the MSCI AC World Net Index return of -3.20%, primarily due to stock selection in Consumer Staples and Financials. Information Technology and...” | Q1 2026 Apr 12, 2026 | Preview | |
“Hardman Johnston's Global Equity strategy delivered strong outperformance in Q4 2024, returning -0.17% net versus -0.99% for the MSCI AC World Index, capping off 453 basis points of outperformance for the full year. The portfolio benefited...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PRX.(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.
