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 |
|---|---|---|---|---|
Virtus Duff & Phelps Water Fund David D. Grumhaus, Jr. & Nicholas Holmes, CFA | “Xylem experienced temporary share price pressure due to softer financial guidance for the first half of 2026. However, its long-term fundamentals as a leading digital water technology provider remain strong. Internal execution and organizational adjustments are expected to drive significant margin expansion and earnings growth.” | BULL | Q1 2026 Mar 31, 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.
