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 |
|---|---|---|---|---|
Rozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund Wilhelm Hertzog, Paul Whitburn | “The major space and satellite-related news of the first half of this year was of course the listing of SpaceX. SES has been a longstanding holding in the Global Fund. As a legacy satellite operator, its business prospects have been more muted than what the market associates with the likes of SpaceX and its Starlink business. However, so infectious has been the enthusiasm for everything space-related in the market recently that share prices have risen almost indiscriminately. SES went along for the ride.” | NEUTRAL | Q2 2026 Aug 3, 2026 | View Pitch |
Rozendal Global Fund Wilhelm Hertzog, Paul Whitburn | “The major space and satellite-related news of the first half of this year was of course the listing of SpaceX. SES has been a longstanding holding in the Global Fund. As a legacy satellite operator, its business prospects have been more muted than what the market associates with the likes of SpaceX and its Starlink business. However, so infectious has been the enthusiasm for everything space-related in the market recently that share prices have risen almost indiscriminately. SES went along for the ride.” | NEUTRAL | Q2 2026 Aug 3, 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.
