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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Seafarer Overseas Growth And Income Fund Lydia So, Paul Espinosa, Andrew Foster | “Qatar Gas Transport saw its shares decline amidst the Middle East conflict despite experiencing no direct physical or financial damage to its operations. The management is holding the position without reacting to temporary headlines.” | BULL | Q1 2026 Mar 31, 2026 | View Pitch |
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.
