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 |
|---|---|---|---|
“Voss Value Fund returned 9.5% net in Q4 2024, bringing full-year returns to 19.2% versus 8.0% for Russell 2000 Value. The fund's core...” | Q4 2024 Feb 19, 2025 | Preview | |
“Voss Value Fund returned 9.2% net in Q1 2024, outperforming small cap indices but trailing the S&P 500's 10.6% return. The fund maintains...” | Q1 2024 May 24, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SWI.(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.
