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 |
|---|---|---|---|
“Small-cap value faces near-term headwinds from tariffs and economic uncertainty but presents compelling opportunity with relative valuations at multi-decade lows. Potential catalysts include...” | Q1 2025 Mar 31, 2025 | Preview | |
“Strong Q2 performance driven by concentrated small-cap value positions with specific catalysts. Viasat satellite launch...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GLDD.(2 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.