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 |
|---|---|---|---|
“ClearBridge's small cap growth strategy underperformed in Q2 due to biotech rally where they lack exposure, software booking slowdowns, and semiconductor corrections. Key detractors included...” | Q2 2023 Jun 30, 2023 | Preview | |
“TimesSquare's SMID cap growth strategy underperformed in Q1 due to missing mega-cap AI winners but maintained disciplined fundamental approach. Portfolio benefited from...” | Q1 2024 Mar 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $IAS.(3 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.