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 Platinum International Fund returned 5.4% for Q1 2023, underperforming the market's 8.7% return due to sector divergences following banking failures. Key contributors included...” | Q1 2023 Mar 31, 2023 | Preview | |
“Montaka delivered strong performance in Q3 2023, owning 11 of the 9% of S&P 500 stocks that gained more than 30% year-to-date. The managers believe...” | Q3 2023 Oct 19, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $STJ.L.(5 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.
