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 |
|---|---|---|---|
“Hardman Johnston's International Equity strategy delivered strong relative performance in Q4 2024, returning -3.26% net versus -8.11% for MSCI EAFE, driven by superior stock selection. Information Technology and...” | Q4 2024 Dec 31, 2024 | Preview | |
“The Oakmark International Fund returned 8.70% in Q4 2023, slightly underperforming the MSCI World ex U.S. benchmark's 10.51% return, but delivered strong full-year performance of 18.81% versus the benchmark's 17.94%. The fund's concentrated...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SDZ.(2 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.
