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 |
|---|---|---|---|
“Hurdle Rate Unit Trust delivered 21.6% net returns in 2024, exceeding its 20% annual target but underperforming the S&P500's 37.5% return. Manager Tristan Waine...” | Q4 2024 Dec 31, 2024 | Preview | |
“The Harvest Lane Absolute Return Fund delivered a strong 17.64% net return in 2024 through its merger arbitrage strategy focused on Australian corporate events. The fund participated...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SWF.AX.
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.
