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 |
|---|---|---|---|
“Alluvial Fund returned 3.0% in Q1 2026 against flat benchmarks, navigating market volatility from the Iran War while maintaining focus on deeply undervalued small-cap securities. The fund's defensive...” | Q1 2026 Apr 28, 2026 | Preview | |
“Roubaix Capital's Stars & Stripes fund delivered -3.9% in December 2024, outperforming the Russell 2000's -8.3% decline through strong short book performance. The long/short strategy...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $TALEN.(1 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.
