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 |
|---|---|---|---|
“Baird's small/mid cap growth strategy slightly outperformed in a challenging Q1, declining 10.6% versus benchmark's 10.8% drop. AI spending concerns...” | Q1 2025 Mar 31, 2025 | Preview | |
“Wasatch Small Cap Growth underperformed in Q1 2025 as tariff concerns weighed on markets. Despite headwinds from...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ITCI.(8 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.