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 |
|---|---|---|---|
“EQUAM Global Value gained 7.1% in Q2 2025, slightly behind European peers at 8.5%, but continues outperforming since inception with 110% appreciation versus 92% for the comparable index. The first half...” | Q1 2025 Jun 1, 2025 | Preview | |
“Invested opportunistically in Marlowe's special situation ahead of its demerger into two separate entities, supporting the board's decision to unlock standalone value.” | Q4 2024 Jan 8, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MRL.L.(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.
