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 |
|---|---|---|---|
“The largest detractors were Schibsted ASA (-0.6% net of Adevinta hedge) which frustratingly appeared to step back from what investors had begun to expect was a near-term distribution of its Adevinta stake...” | Q1 2023 Apr 12, 2023 | Preview | |
“Ennismore Global Equity Fund delivered modest Q4 performance of 0.4% but achieved respectable full-year returns of 11.4% in 2023. The fund maintains...” | Q4 2023 Jan 9, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SCHA.OL.(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.
