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 |
|---|---|---|---|
“France has announced “plug baby plug” causing their waste management stock Veolia Environment to be up 25% YTD.” | Q1 2025 Apr 2, 2025 | Preview | |
“The Impax Global Environmental Markets Fund underperformed its benchmark in Q1 2025, declining 1.71% as global markets faced uncertainty from US tariff threats and geopolitical tensions. Information Technology was...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $VIE.PA.(3 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.
