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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Cooper Investors Global Equities Fund (Unhedged) Cooper Investors Pty Limited | “The Compounding Capital pool is well diversified across businesses in industries enjoying positive tailwinds, such as live entertainment and sports content (e.g. Liberty Media (FWONK) owner of Formula One and MotoGP), Life Sciences (e.g. Thermo Fisher (TMO)), Semiconductors (e.g. Taiwan Semiconductor Manufacturing Co (2330)) and US Industrial activity (e.g. RB Global (RBA)).” | BULL | Q3 2026 Oct 30, 2026 | View Pitch |
Cooper Investors Global Equities Fund (Unhedged) Cooper Investors Pty Limited | “The current anchor of the Compounding Capital pool is our group of investments in live entertainment and sports content – Liberty Media (FWONK) (owner of Formula One and MotoGP), Live N” | NEUTRAL | Q2 2026 Jul 31, 2026 | View Pitch |
Cooper Investors Global Equities Fund (Unhedged) Cooper Investors Pty Limited | “The current anchor of the Compounding Capital pool is our group of investments in live entertainment and sports content – Liberty Media (FWONK) (owner of Formula One...” | BULL | Q2 2026 Jul 31, 2026 | View Pitch |
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.