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 investment portfolio returned +21.2% in 2024, but returned +26.7% based on its ASX listed price as its discount to Net Asset Value shrank over the year.” | Q4 2024 Dec 31, 2024 | Preview | |
“The portfolio returned -6.4% after fees in November, underperforming its benchmark which returned -0.6%. It has delivered...” | Q3 2025 Dec 10, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $OPH.AX.(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.
