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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Virtus Duff & Phelps Water Fund David D. Grumhaus, Jr. & Nicholas Holmes, CFA | “Veralto's share price pulled back after releasing conservative near-term guidance weighted toward the back half of the year. The company possesses robust recurring revenues from municipal and industrial operating expenditures. Its strong balance sheet provides flexible capital allocation options to maximize shareholder value.” | BULL | Q1 2026 Mar 31, 2026 | View Pitch |
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.
