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 |
|---|---|---|---|
“Third Avenue International Real Estate Value Fund returned -1.70% in Q1 2024, outperforming its benchmark by 73 basis points. The Fund maintains...” | Q1 2024 Mar 31, 2024 | Preview | |
“The Third Avenue International Real Estate Value Fund generated a -5.60% return in Q3 2023 but maintained flat performance year-to-date at 0.00%, outperforming its benchmark by 7.06% for the first nine months. The Fund's outperformance...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $VEST.MX.
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.
