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 |
|---|---|---|---|
“Franklin High Income Fund invests in non-investment grade corporate bonds to generate high current income. The diversified portfolio...” | Q2 2024 Jun 30, 2024 | Preview | |
“Crossroads delivered 25.4% net returns in 2023 through concentrated positions in mispriced assets with catalysts. The fund's four...” | Q4 2023 Apr 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $THC.(6 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.