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 |
|---|---|---|---|
“Auscap delivered strong performance in 2023, returning 18.5% net versus 13.0% for the All Ordinaries. The manager's core...” | Q4 2023 Jan 1, 2024 | Preview | |
“The Ganes Focused Value Fund delivered a 7.5% return for the June quarter but underperformed the market with a -7.2% annual return versus the ASX 300's 13.7%. The underperformance was...” | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PSI.AX.
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.
