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 |
|---|---|---|---|
“Bailard Technology Strategy returned 20.01% net in Q4 2023 and 68.19% for the full year, significantly outperforming technology benchmarks. The strategy benefited...” | Q4 2023 Dec 31, 2023 | Preview | |
“Baron Global Advantage Fund delivered strong Q4 2023 performance with 14.8% quarterly returns and 25.6% annual returns, outperforming benchmarks despite a challenging year. The fund benefited...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ZI.(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.