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 |
|---|---|---|---|
“Bristol Gate Capital Partners delivered strong performance in 2023, with both US and Canadian equity strategies outperforming their benchmarks. The firm's core...” | Q4 2023 Jan 19, 2024 | Preview | |
“Sands Capital's International Growth strategy returned -4.1% in Q4 2024 and 8.4% for the full year, underperforming the MSCI ACWI ex USA benchmark. The firm maintains...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DOL.TO.(7 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.
