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 |
|---|---|---|---|
“Upslope Capital delivered -1.2% net returns in Q1 2023 while maintaining 66% average net long exposure in volatile markets. Manager George Livadas...” | Q1 2023 Mar 31, 2023 | Preview | |
“Upslope delivered -1.2% net returns in Q2 2023 versus +4.8% for the S&P Midcap 400, as volatile risk-on markets challenged the defensive strategy. The manager describes...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SLGN.(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.
