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 |
|---|---|---|---|
“The Smead International Value Fund returned -6.19% in Q4 2024, outperforming the MSCI EAFE Index's -8.11% decline. The fund's core...” | Q4 2024 Dec 31, 2024 | Preview | |
“Alluvium Global Fund returned 4.0% in EUR terms during Q1 2023, outperforming broader markets despite ongoing banking sector turmoil. The fund's core...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $WFG.TO.(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.
