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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Rockwood Strategic Richard Staveley | “RM Plc is an established UK educational supplier recovering from an execution error regarding an ERP rollout that inflated debt. New leadership is fixing operational issues, reducing pension deficits, and driving margin targets across its divisions. The manager sees over 100% upside through profit recovery and eventual divisional disposals.” | BULL | Q2 2024 Jun 30, 2024 | View Pitch |
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.
