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 |
|---|---|---|---|
“Tweedy, Browne Value Fund delivered a -1.06% return in Q3 2023, bringing year-to-date performance to 7.74%. The fund maintains...” | Q3 2023 Sep 30, 2023 | Preview | |
“The Tweedy, Browne Worldwide High Dividend Yield Value Fund returned -2.55% in Q3 2023, underperforming the MSCI World Index's -3.46% return. Year-to-date, the fund...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SCOR.PA.(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.
