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 |
|---|---|---|---|
“Greystone Capital targets growing, cash-generating small businesses trading at single digit multiples during the fourth major valuation dislocation period in decades. Despite Q2 underperformance...” | Q2 2023 Jul 1, 2023 | Preview | |
“Greystone delivered 18.1% Q4 returns but lagged for the full year. Manager maintains conviction...” | Q4 2023 Feb 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CURN.(1 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.