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 |
|---|---|---|---|
“The Alger Weatherbie Specialized Growth Fund outperformed the Russell 2500 Growth Index in Q4 2024, returning 3.90% versus 2.43% for the benchmark. The fund maintains...” | Q4 2024 Dec 31, 2024 | Preview | |
“Heartland Value Plus Fund declined 1.79% in Q4 2024, underperforming the Russell 2000 Value Index by 73 basis points. The fund maintains...” Co-mentioned:$FBK | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SMTC.(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.
