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 |
|---|---|---|---|---|
Diamond Hill International Krishna Mohanraj | “Capstone Copper possesses key assets in stable jurisdictions and is set to complete cost-reduction and scale-enhancing expansion projects over the next year. With highly experienced management at the helm, the stock is valued attractively relative to its long-term potential in a supply-constrained global copper market.” | BULL | Q2 2023 Jun 30, 2023 | 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.
