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 |
|---|---|---|---|
“AVI Global Trust declined 0.7% in October 2025, with Korean holdings continuing to drive performance despite broader market volatility. The fund has...” | Q1 2025 May 6, 2025 | Preview | |
“AVI Global Trust declined 0.7% in October 2025, with Korean holdings providing the strongest contributions led by Samsung C&T, HD Hyundai, and Hyosung Corp. The fund has built a 9.5% allocation to Korea, capitalizing on corporate governance reform and deep undervaluations, with 68% of the KOSPI trading below book value. Korean names have...” | Q1 2024 Oct 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CDI.PA.(8 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.
