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 |
|---|---|---|---|
“TAMIM Small Cap Fund delivered strong performance in FY24 with +19.53% net returns versus Small Ords +9.35%, driven by their focus on profitable, growing small/mid cap stocks that are undervalued or overlooked for non-fundamental reasons. The fund targets...” | Q2 2024 Jun 30, 2024 | Preview | |
“Released a material trading update in December 2025, reporting FY26 H1 forecast EBITDA of $6m, up 13% on H1 FY25, and guiding to FY26 EBITDA at the top end of the $11.5–12.0m range.” | Q4 2025 Dec 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CAF.AX.
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.
