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 |
|---|---|---|---|
“Bireme Capital's Fundamental Value strategy returned 8.0% net in the first five months of 2023, slightly trailing the S&P 500's 9.7% but maintaining a 25.5% net annualized return since inception seven years ago. The manager believes...” | Q1 2023 Jun 27, 2023 | Preview | |
“Infuse Asset Management returned 10.06% in Q1 2023, outperforming the S&P 500's 7.04% return. Manager Ryan Reeves...” | Q1 2023 Apr 5, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $RUN.
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.
