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 |
|---|---|---|---|
“Polen Capital's Global SMID strategy underperformed in Q3 2024 amid market volatility, returning 7.40% net versus 9.37% for the benchmark. The managers actively...” | Q4 2024 Sep 30, 2024 | Preview | |
“Polen Capital's small-cap growth strategy navigated Q1 2025 volatility with disciplined portfolio management, delivering -10.82% net returns while slightly outperforming benchmarks. The team proactively...” | Q1 2025 Mar 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PGNY.(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.