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 |
|---|---|---|---|
“ROCKLINC Partners Fund returned 0.8% in Q2 2023 and 6.2% year-to-date, compounding at 7.2% annually since inception. The fund maintains...” | Q2 2023 Jun 30, 2023 | Preview | |
“ROCKLINC Partners Fund returned 4.4% in Q4 2023 and 9.1% for the full year, compounding at 6.5% annually since inception. The manager maintains...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $OR.TO.(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.
