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 |
|---|---|---|---|
“Global value fund trading at 6.0x EBITDA added six new positions during Iran war dislocations. Manager sees AI...” | Q1 2026 Apr 14, 2026 | Preview | |
“Hotchkis & Wiley Global Value Fund capitalized on value's dramatic Q1 2025 outperformance, gaining 5.96% while avoiding mega-cap growth declines. European strength and...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $WPP.(5 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.