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 |
|---|---|---|---|
“Harding Loevner's Emerging Markets Equity strategy returned 1.31% net in Q1 2025, underperforming the MSCI Emerging Markets Index's 3.01% return. China outperformed most...” | Q1 2025 Mar 31, 2025 | Preview | |
“Harding Loevner's Emerging Markets strategy returned 3.5% gross in Q1 2023, trailing the MSCI EM Index's 4.0% return. The quarter was...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $TCS.
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.
