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 |
|---|---|---|---|---|
Oldfield Partners Overstone World All Cap Equity Fund Richard Oldfield | “Stellantis, the car company (Peugeot, Fiat, Chrysler) faces increased US tariffs, and intense competition from China. It has taken action by ceasing to assemble cars at its plant in Poissy, bringing to an end car manufacturing in the Paris region after almost a century. The company has taken a large write-down after aggressive expansion into electric vehicles, and its EU market share has fallen to 15%. We believe the current price gives too little credit to the retrenchments that have been made by the new management – hence the write-downs - and the redirection of strategy towards the US. The market capitalisation is around one tenth of annual revenues.” | NEUTRAL | Q2 2026 Jul 8, 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.
