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 |
|---|---|---|---|
“Tourlite returned -4.6% in Q1 2025 while maintaining cautious positioning around 30% net exposure. The fund focuses...” | Q1 2025 May 23, 2025 | Preview | |
“Tourlite Fund delivered 6.0% returns in Q1 through focused long/short strategy targeting idiosyncratic opportunities. Manager maintains conservative...” | Q1 2024 Apr 24, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ROIV.(6 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.