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 |
|---|---|---|---|
“For instance, Temenos (based in Switzerland) provides mission-critical banking software to its customers.” | Q2 2023 Jun 30, 2023 | Preview | |
“Polen International Growth declined 7.1% gross in Q4 2024, outperforming the MSCI ACWI ex-US benchmark which fell 7.6%. For the full...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $TEMN.SW.(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.
