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 |
|---|---|---|---|
“Hardman Johnston underperformed in Q1 2026 as value stocks led markets, but positioned for AI infrastructure growth and energy transition themes. Strong performance from...” | Q1 2026 Apr 12, 2026 | Preview | |
“Hardman Johnston delivered 453 basis points of outperformance in 2024, driven by concentrated positions in AI infrastructure beneficiaries like Vertiv and Howmet Aerospace. The team initiated...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PRX.(2 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.