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 |
|---|---|---|---|
“180 Degree Capital reported a Q1 2025 NAV decline of 4.7% to $4.42 per share, primarily due to expenses related to their proposed business combination with Mount Logan Capital. The fund's public...” | Q1 2025 May 19, 2025 | Preview | |
“Aaron Sallen's small-cap fund declined 1.6% in Q1 2023 while his long-only portfolio gained 14% as higher-quality growth names recovered on expectations of pausing rate hikes. The manager added...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $RFIL.
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.
