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 |
|---|---|---|---|
“ClearBridge's Mid Cap Strategy outperformed its benchmark in Q2 2023 as mid cap stocks generated positive returns amid signs of economic resiliency, moderating inflation, and better-than-expected corporate earnings. The strategy benefited...” | Q2 2023 Jun 30, 2023 | Preview | |
“Position trimmed as stock price increases led to a lower margin of safety.” | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SCI.(3 additional institutional mentions locked).
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.
