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 |
|---|---|---|---|
“Fairtree Global Equity outperformed by 281bps in Q1 2025 despite tariff-driven market volatility. Chinese e-commerce holdings...” | Q1 2025 May 21, 2025 | Preview | |
“Distillate Capital navigates unprecedented uncertainty from tariffs, AI doubts, and fiscal unsustainability by focusing on valuation discipline and quality measures rather than traditional risk metrics. Their International FSV...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GFI.(6 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.