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 |
|---|---|---|---|---|
Baillie Gifford -International Growth Thomas Coutts / Brian Lum / Julia Angeles / Lawrence Burns / Robert Wilson | “The manager remains highly optimistic about WiseTech despite recent governance issues that have caused share price weakness. While some colleagues recommend caution, the manager's deep familiarity with the company makes them inclined to increase the position.” | BULL | Q1 2025 Apr 1, 2025 | 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.
