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 |
|---|---|---|---|
“EQUAM Global Value Fund underperformed in Q3 2025, declining 3.9% versus 3.5% for European indices, primarily due to zero banking exposure and focus on abandoned European small-cap sector. The fund's underperformance...” | Q1 2025 Sep 1, 2025 | Preview | |
“Azvalor Asset Management delivered mixed 2024 performance across its fund family, with the firm characterizing the year as one of sowing for future harvests. Azvalor International was...” Co-mentioned:$TUB.MC | Q4 2024 Feb 20, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PSG.MC.(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.
