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 |
|---|---|---|---|
“Ennismore European Smaller Companies Fund delivered a strong 4.6% return in March 2025, driven primarily by the short book contributing 386bps with the long book adding 60bps. The fund maintains...” | Q1 2025 Apr 4, 2025 | Preview | |
“Ennismore European Smaller Companies Fund posted a disappointing -6.5% return in 2024, with both long and short books contributing to losses. The fund's focus...” | Q4 2024 Jan 10, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $STEM.L.(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.
