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 |
|---|---|---|---|
“Barometer Capital navigated Q1 2025 by implementing a defensive strategy amid unprecedented economic and political uncertainty. The firm significantly...” | Q1 2025 Mar 31, 2025 | Preview | |
“The Team recently added to its position in Capital Power (CPX) preferred securities at a bond-equivalent yield of 9%. The company continues...” | Q2 2025 Jul 15, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CPX.TO.
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.
