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 |
|---|---|---|---|---|
Forager International Shares Fund Steve Johnson | “Dutch international bank ING Groep. The Fund acquired the stock absurdly cheaply almost three years ago. All that was needed for a good outcome was for the European economy not to fall into depression. Three years later, and not only are European banks paying out fat dividends and buying back shares, they're actually growing again. Over 2025, ING grew its loan book more than 8% and that carried through to Q1 2026. Investors, rightfully, are starting to consider how much profits can grow over the coming few years. We think that process still has more to run. ING Groep's share price is up more than 100% since the Fund's first purchase and 49% over the past year. Combined with a healthy dividend yield, it added 1.7% to this year's performance.” | NEUTRAL | Q2 2026 Jul 15, 2026 | View Pitch |
Forager Australian Shares Fund Steve Johnson | “ING Groep is benefiting from higher interest rate margins, solid credit quality, and robust capital return programs through dividends and buybacks.” | BULL | Q1 2025 Mar 31, 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.
