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 |
|---|---|---|---|
“Rogue Funds declined 3.03% in Q3 2024 due to two significant position losses, including Swedish stocks Moberg Pharma and Checkin.com Group, which the manager sold after permanent capital impairment. The fund maintains...” | Q3 2024 Oct 20, 2024 | Preview | |
“Rogue Funds declined 12.4% in Q1 2025 but manager Jacob Rowe expresses increased confidence in the portfolio heading into year three. The fund maintains...” | Q1 2025 May 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GLO.TO.(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.
