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 |
|---|---|---|---|
“Gehlen Bräutigam Capital returned -2.59% in Q3 2023, bringing the fund's inception-to-date annualized return to 2.28%. The managers believe...” | Q3 2023 Sep 30, 2023 | Preview | |
“Gehlen Bräutigam Capital delivered a strong Q2 2024 performance of +6.20%, significantly outperforming its benchmark's +1.9% return. The fund's core...” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ANIM.MI.(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.
