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 |
|---|---|---|---|
“Bronte Capital's Amalthea Fund returned -3.33% in Q4 2024 versus 11.08% for MSCI ACWI, bringing full-year returns to -6.9%. The fund faced...” | Q4 2024 Dec 31, 2024 | Preview | |
“ARK's Cathie Wood expects the convergence of five innovation platforms to reshape the macroeconomic landscape over the next five to ten years. Despite consensus expectations...” | Q4 2024 Jan 15, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $QSI.
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.
