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 Smead International Value Fund returned -6.19% in Q4 2024, outperforming the MSCI EAFE Index's -8.11% decline. The fund's core...” | Q4 2024 Dec 31, 2024 | Preview | |
“MPD Partners manages MPD SME Capital One, a private equity vehicle focused on small and medium enterprises with an innovative governance structure involving shareholders, advisory board, and investment committee. The fund's primary...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $G.MI.
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.
