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 |
|---|---|---|---|---|
Protean Small Cap Pontus Dackmo | “ITAB has performed strongly, bolstered by a solid first-quarter report and better-than-expected proforma numbers from its recent HMY acquisition. Although short-term margins are subject to mix dynamics, the general upward margin trajectory remains solid and is supported by new high-margin orders.” | BULL | Q1 2025 Apr 1, 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.
