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 |
|---|---|---|---|
“Market volatility from Trump's tariff announcement demonstrated diversification value as international assets outperformed amid dollar weakness. While U.S. stocks...” | Q1 2025 Jul 8, 2025 | Preview | |
“Militia Capital's multi-manager transformation is working exceptionally well, with uncorrelated strategies delivering 13.2% returns while improving risk metrics. The new PM...” Co-mentioned:$ARKK | Q1 2024 Mar 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $IWM.(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.