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 |
|---|---|---|---|
“Other less obvious sectors affected have included caterers, like Compass, for fear of fewer employees to feed, real estate service companies, such as CBRE, wealth managers like St James's Place and insurance brokers including Marsh.” | Q1 2026 Mar 31, 2026 | Preview | |
“The Platinum International Brands Fund delivered an 11.9% quarterly return despite being overweight Europe and China during a US-led market rally. Strong stock selection...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SJP.L.
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.
