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 |
|---|---|---|---|
“Conestoga's Micro Cap Composite declined 1.53% in Q2 2023, underperforming the Russell Microcap Growth Index return of 6.35%. The portfolio faced...” | Q2 2023 Jun 30, 2023 | Preview | |
“Conestoga's Micro Cap Growth Composite declined 13.34% net of fees in Q3 2023, underperforming the Russell Micro Cap Growth Index's 11.95% decline. The challenging performance...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $THBRF.
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.
