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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Seafarer Overseas Growth And Income Fund Lydia So, Paul Espinosa, Andrew Foster | “Tabreed, a Middle Eastern utility, experienced stock price declines due to regional geopolitical sell-offs despite suffering no physical or financial damage. The manager remains disciplined, focusing on fundamental analysis rather than short-term headline trading.” | BULL | Q1 2026 Mar 31, 2026 | View Pitch |
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.
