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 |
|---|---|---|---|---|
Kernow Asset Management Alyx Wood | “CMC Markets first caught our eye with the rather audacious decision not to trade against its more situationally aware clients. The plan worked. CMC rose 46% this month, making it a very” | NEUTRAL | Q2 2026 Aug 12, 2026 | View Pitch |
Kernow Asset Management Alyx Wood | “Shipbroking. The world still runs on moving extremely heavy things over sea. There is no AI for iron ore. Clarkson understood something decades ago. Hire exceptional...” | BULL | Q2 2026 Aug 12, 2026 | View Pitch |
Kernow Asset Management Alyx Wood | “CMC Markets first caught our eye with the rather audacious decision not to trade against its more situationally aware clients. The plan worked. CMC rose 46% this mon...” | BULL | Q2 2026 Aug 12, 2026 | 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.
