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 |
|---|---|---|---|
“Small-cap fund outperformed benchmark despite banking sector headwinds, benefiting from technology and electrification themes. Manager sees attractive...” | Q2 2023 Jun 30, 2023 | Preview | |
“Small cap fund underperformed in 2023 due to Consumer Discretionary underweight but maintains conviction in Industrials, Technology, Healthcare, and Financials overweights. Added infrastructure and...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $JAMF.(2 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.