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 |
|---|---|---|---|---|
Diamond Hill Small Cap Fund Aaron Monroe | “Silvercrest operates a high-touch, low-capital-intensity boutique wealth management business that generates strong cash flows. With an experienced management team, a sizeable net cash position, and an unleveraged balance sheet, it is well-positioned to fund growth and pursue acquisitions in a resetting valuation environment.” | BULL | Q1 2023 Mar 31, 2023 | 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.
