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 |
|---|---|---|---|---|
Third Avenue International Real Estate Value Fund Quentin Velleley, CFA | “TAG Immobilien offers a resilient German residential portfolio paired with a high-growth Polish rental development platform that is currently valued at zero by public markets. At current prices, the stock trades at an implied valuation per German unit that is significantly below replacement cost.” | BULL | Q4 2024 Jan 21, 2025 | 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.
