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 |
|---|---|---|---|
“Fairlight Alpha Fund returned 2.0% net in Q4 2023, bringing full-year returns to 6.9% versus 26.3% for the S&P 500. The fund's portfolio...” | Q4 2023 Jan 27, 2024 | Preview | |
“Fairlight Alpha Fund returned 18.7% net in Q1 2025 versus -4.9% for the S&P 500, driven primarily by junior gold mining positions Monument Mining and Serabi Gold which appreciated 60.7% and 43.3% respectively as gold prices rose to $3,341 per ounce. The quarter marked...” | Q1 2025 Apr 17, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MCB.TO.
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.
