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 |
|---|---|---|---|---|
Thornburg Equity Income Builder Fund Matt Burdett, Christian Hoffmann, Brian McMahon | “Multinational telecom network operator. 255 million wireless, 18 million broadband customers. -0.8% in 1H 2026, +55.5% in calendar 2025. Dividend yield 4.05% at 30 Jun 2026 price. 5-year local currency dividend growth rate -12.6%/year. Negative contributor to quarterly performance.” | BULL | Q2 2026 Jul 17, 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.
