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 |
|---|---|---|---|
“Harbor Mid Cap Value Fund underperformed in Q1 2025 due to trade policy uncertainty impacting smaller-cap stocks despite value outperforming growth. Strong Financials and...” | Q1 2025 Mar 31, 2025 | Preview | |
“Diamond Hill's Small-Mid Cap and Mid Cap strategies posted mixed Q1 2023 performance, with both underperforming their respective benchmarks. The portfolios maintain...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $HIG.(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.