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 |
|---|---|---|---|
“HASI is a purpose-built investment vehicle for the energy transition, deploying capital across utility-scale solar, wind, battery storage, distributed generation, clean transportation, and ecological restoration. With over $16...” | Q1 2026 May 11, 2026 | Preview | |
“Aristotle's Small Cap Equity strategy returned 11.02% net in Q4 2023, lagging the Russell 2000 Index due to sector allocations and a low-quality market rally. The manager sees...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $HASI.(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.