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 |
|---|---|---|---|
“Baron Growth Fund delivered strong Q3 2024 performance with an 11.15% return, outperforming the Russell 2000 Growth Index by 274 basis points. The outperformance was...” | Q3 2024 Sep 30, 2024 | Preview | |
“Baron Growth Fund gained 7.70% in Q4 2023, modestly trailing the Russell 2000 Growth Index's 12.75% return as the Federal Reserve's dovish pivot favored speculative stocks over the fund's high-quality growth focus. The fund's strategy...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ESNT.
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.