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 |
|---|---|---|---|
“Itus Capital delivered strong performance in 2023 with 25.35% returns versus Nifty's 21.1%, maintaining their long-term outperformance of 5.5% annualized since inception. The fund focuses...” Co-mentioned:$NTPC.NS | Q4 2023 Dec 31, 2023 | Preview | |
“Itus Capital delivered -3.91% in Q1 2023, outperforming the Nifty's -4.12% return. The fund maintains...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $INDUSINDBK.NS.
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.
