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 |
|---|---|---|---|
“The Bonhoeffer Fund returned -4.0% net in Q3 2023, underperforming the MSCI World ex-US (-3.8%) but trailing the DFA International Small Cap Value Fund (0.1%). Manager Keith Smith...” | Q4 2023 Dec 20, 2023 | Preview | |
“The Bonhoeffer Fund returned -4.0% net in Q3 2023, underperforming the MSCI World ex-US (-3.8%) but trailing the DFA International Small Cap Value Fund (0.1%). The manager believes...” | Q3 2023 Dec 20, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $NOA.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.
