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 |
|---|---|---|---|
“Recordati is a 100-year-old pharma business that specialises in acquiring drugs at the end of their patent-protected windows that will soon face the competition of generics or have been developed to treat rare conditions. Recordati's competitive edge...” | Q1 2026 Mar 31, 2026 | Preview | |
“Rondure Overseas Fund declined 5.66% in Q3 2023, underperforming its benchmark as rising US interest rates continued to attract capital away from riskier international and emerging market assets toward high-yield US Treasuries. The fund's overweight...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $REC.MI.(1 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.
