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 |
|---|---|---|---|
“Centerstone's Q2 2023 letter discusses the pause in international markets and value investing during the quarter, attributing this to unmet expectations around China's reopening stimulus. Despite this setback,...” | Q2 2023 Jun 30, 2023 | Preview | |
“Ennismore European Smaller Companies Fund posted a -2.6% return in June 2023, bringing year-to-date performance to -5.9%. The disappointing performance...” | Q2 2023 Jul 6, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SWON.SW.(7 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.
