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 |
|---|---|---|---|---|
Aegis Value Fund Scott Barbee | “The bank was the fund's top performer, climbing 88 percent as it was highly liquid and positioned to benefit from Eurozone rate increases. It held variable-rate deposits at the ECB and recently cleaned up non-performing assets. It still trades at a deep discount to tangible book value and low earnings multiples.” | BULL | Q2 2023 Jul 28, 2023 | 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.
