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 |
|---|---|---|---|
“Baron Emerging Markets Fund gained 6.81% in Q4 2023, modestly underperforming the MSCI EM Index's 7.86% return but performing in line with the growth benchmark for the full year. The manager believes...” | Q4 2023 Dec 31, 2023 | Preview | |
“Harding Loevner's Emerging Markets strategy returned 2.4% gross in Q2 2023, outperforming the MSCI EM Index's 1.0% return despite China's 9.7% decline. The manager's core...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $XP.(2 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.
