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 |
|---|---|---|---|
“Alluvial Fund delivered 16.4% returns in 2024 through disciplined value investing in small-cap securities. Portfolio concentrated in...” | Q4 2024 Dec 31, 2024 | Preview | |
“Alluvial Fund outperformed with 9.0% Q2 returns by focusing on small, profitable companies at reasonable valuations while avoiding hyper-growth stocks at extreme multiples. Key positions include...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CRAWA.(2 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.