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 |
|---|---|---|---|
“Aristotle Small/Mid Cap Equity Fund outperformed in Q1 2025 despite negative returns, benefiting from defensive positioning and strong security selection in healthcare and materials. The manager remains...” | Q1 2025 Mar 31, 2025 | Preview | |
“Aristotle Small Cap Fund outperformed the Russell 2000 in Q1 2025 despite negative returns, driven by strong security selection in technology and industrials. The fund maintains...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ONB.(1 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.