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 |
|---|---|---|---|
“Thornburg Equity Income Builder delivered a 6.84% return in Q3 2025, trailing the MSCI World Index return of 7.27% for the quarter but outperforming over the 12-month period with a 23.86% return versus 17.25% for the index. The fund maintains...” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $Z74.SI.
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.
