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 |
|---|---|---|---|---|
Ross & Van Compernolle Portfolio Manager | “GT Capital is expected to benefit from the Philippines' post-lockdown economic recovery. The conglomerate's earnings have surpassed pre-pandemic levels, driven by strong car sales at its Toyota subsidiary. It currently trades at a significant discount to its net asset value and historical share price.” | BULL | Q1 2023 Apr 14, 2023 | 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.
