Sohn London Conference Notes 2016: Hohn, Bishop, Croxson & More ~ market folly

Monday, December 12, 2016

Sohn London Conference Notes 2016: Hohn, Bishop, Croxson & More

The Sohn London 2016 conference recently ended and featured hedge fund managers sharing investment ideas to benefit the treatment and cure of pediatric cancer and childhood diseases.  Please click the links below to go to each speaker's presentation.

Sohn London Conference Notes 2016

Chris Hohn (Children's Investment Fund): Long Charter (CHTR)

Robert Bishop (Impala Asset Management): Long Rio Tinto (LON:RIO)

Adrian Croxson (Och-Ziff Management): Long Ryanair (LON:RYAN) 

Masroor Siddiqui (Naya Capital): Short Aryzta (VTX:ARYN)

Erik Karlsson (Bodenholm Capital): 2 long ideas

Nicolas Walewski (Alken Asset Management): Long B&M Value Retail (LON:BME)

Elif Aktug (Pictet Asset Management): Long Leonardo

Anne-Sophie d'Andlau (CIAM): Long Euro Disney (EPA:EDL)

Ivan Martin Aranguez (Megallanes Value): Long Sonae (ELI:SON)

Marc Chatin (Parus Fund): Short Australian banks

Michel Massoud (Melquart): Long Opera Software (STO:OPERAO)

Dureka Carrasquillo (Canadian Pension Investment): Long Mobileye (MBLY)

Mans Larsson (Makuria Investment Management): 2 long ideas

Bo Bortemark (Carve Capital): Long Ferrovial (BME:FER)

Be sure to also check out notes from other recent investment conferences here.

blog comments powered by Disqus