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 |
|---|---|---|---|
“Sandon Capital Activist Fund returned -3.6% in October 2023, bringing annualized returns since inception to 9.2%. The fund maintains...” | Q3 2023 Oct 31, 2023 | Preview | |
“Sandon Capital Activist Fund targets mispriced Australian small-cap companies, employing activist techniques to drive value creation through board changes and operational improvements. The 2024 reporting...” | Q3 2024 Sep 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BCI.AX.(4 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.
