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 |
|---|---|---|---|
“Ramelius Resources is set to acquire the remaining Spartan Resources shares it does not own at a valuation of $2.4 billion. Under the binding...” | Q1 2025 Mar 1, 2025 | Preview | |
“Alluvium Global Fund delivered 6.4% returns in Q4 2023 despite maintaining a conservative stance with 19.6% cash amid elevated market valuations. The fund benefited...” | Q4 2023 Jan 11, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $RMS.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.
