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 |
|---|---|---|---|
“The International Small Companies composite rose 11.6% gross in Q4 but underperformed the benchmark's 16.2% annual return, finishing the year up 13.9%. The portfolio's underperformance...” | Q4 2023 Dec 31, 2023 | Preview | |
“Diamond Hill's International Strategy returned 0.27% net in Q2 2024, underperforming the MSCI ACWI ex-US Index return of 0.96%. The portfolio benefited...” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $EVT.DE.(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.
