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 |
|---|---|---|---|
“Tweedy, Browne's Worldwide High Dividend Yield Value Fund returned 9.41% in Q4 2023 and 12.37% for the full year, trailing broader market indices in a momentum-driven environment. The fund maintains...” | Q4 2023 Dec 31, 2023 | Preview | |
“Tweedy Browne's International Value Fund II delivered strong Q1 2025 performance, gaining 8.48% and outpacing its MSCI EAFE benchmark. The firm maintains...” | Q1 2025 Apr 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $NOVN.SW.(11 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.
