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 |
|---|---|---|---|
“Accordingly and after careful examination, we have increased our stake in a number of insurance companies, including Fairfax Financial Holdings (FFH.TO), which has compounded book value at an almost 18% rate for the past 30 years, Assured Guarantee (AGO), and Markel Corporation managed by the exemplary Thomas Gayner, and the Norwegian insurance company, Protector Insurance (PSKRF(, which is a rising star in the European insurance field. These companies continued...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PSKRF.
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.
