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 |
|---|---|---|---|
“VH Standard Merger Arb Fund generated 1.14% gross returns in September, bringing year-to-date performance to 4.26% gross. The fund employs...” | Q3 2023 Sep 30, 2023 | Preview | |
“Mar Vista's Focus strategy returned 3.74% net in Q2 2024, underperforming the S&P 500's 4.28% return as AI enthusiasm drove market concentration. Six megacap technology...” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $VMW.(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.
