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 |
|---|---|---|---|
“Most of these meetings furthered our conviction, and in many cases, we took advantage of market dislocations to add to our positions.” | Q1 2025 Apr 30, 2025 | Preview | |
“Bristol Gate's dividend growth strategy underperformed in 2024 as market concentration in AI-driven stocks dominated returns, with the S&P 500's top 10 stocks accounting for over 60% of the index's 25%+ gain. The firm's US...” | Q4 2024 Jan 21, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $EQB.TO.(3 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.
