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 |
|---|---|---|---|
“London Company's SMID Cap portfolio outperformed in Q1 through quality stock selection and avoiding regional banks. Strong performers included...” | Q1 2023 Mar 31, 2023 | Preview | |
“London Company's SMID Cap portfolio outperformed in Q1 through quality stock selection and avoiding regional banks. The manager focuses...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MBI.(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.