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 |
|---|---|---|---|
“Merchant West Investments completed its rebranding from Counterpoint Asset Management in Q1 2023, marking the final chapter in a multi-year consolidation process. The firm maintains...” | Q1 2023 Mar 31, 2023 | Preview | |
“Merchant West Investments maintains a quality-focused investment approach during a period of significant technological disruption and macroeconomic uncertainty. The firm has...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $TFG.JO.(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.
