THE ONE THING
Early Conviction names jumped by 10 this week, the sharpest single-week build in recent memory
By Cathy · Lead Analyst, Fundprints
Goldman's desk noted that fundamental long-short funds are carrying some of the lowest equity exposure in three to five years, yet our filings show the opposite movement at the stock level: ten more names entered Early Conviction this week, lifting the total to 17. Consensus names fell by the same count…
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