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 |
|---|---|---|---|---|
Virtus Duff & Phelps Water Fund David D. Grumhaus, Jr. & Nicholas Holmes, CFA | “SABESP is Brazil's largest water utility and is benefiting from a recent privatization that accelerated its universalization timeline. This regulatory update and improved capital spending profile are driving robust growth. The company presents a compelling growth outlook with a valuation that remains attractive on both an absolute and relative basis.” | BULL | Q1 2026 Mar 31, 2026 | 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.
