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 |
|---|---|---|---|---|
Third Avenue International Real Estate Value Fund Quentin Velleley, CFA | “Hongkong Land is embarking on a dramatic corporate strategy shift, focusing on high-barrier mixed-use real estate, divesting $10 billion of assets, and launching a 20% share buyback program. These initiatives, supported by top-tier luxury tenant commitments in Central Hong Kong and an A-rated balance sheet, are designed to narrow its deep public-to-private valuation discount.” | BULL | Q4 2024 Jan 21, 2025 | 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.
