Notes From Sohn London Conference 2017: Craigen, Serra, Turner & More ~ market folly

Monday, December 4, 2017

Notes From Sohn London Conference 2017: Craigen, Serra, Turner & More

The Sohn London investment conference recently concluded and featured investment managers sharing their latest ideas in order to benefit the Sohn Foundation for pediatric cancer treatment and research.  Click the links below to go to each speaker's presentation:


Sohn London Conference Notes 2017

David Craigen (Lansdowne Partners): Short SMC Corp

Davide Serra (Algebris Investments): 1 long idea, 1 short idea

Ross Turner (Pelham Capital): Long Infineon Technologies 

Adrian Croxson (Oz Management): Long Pirelli

Selvan Masil (Westray Capital): 1 long idea, 1 short idea

Pierre Andurand (Andurand Capital): Thoughts on oil

Michel Massoud (Melqart Asset Management): Long OCI

Reade Griffith (Tetragon): Long EVRY

Christian Vogel-Claussen (Alanda Capital): Long United Internet

Emeric Preaubert (Sycomore Asset): Long ALD Automotive

Per Johansson (Bodenholm Capital): 1 long idea, 1 short idea

Sir Paul Ruddock (Lansdowne Partners): On philanthropy

Stephen Loukas (FrontFour Capital): Long Granite REIT

Dean Tenerelli (T. Rowe Price): Long Gestamp Automocion

Beltran de la Lastra (Bestinver): Long Belfesa

Bruno Crastes (H2) Asset Management): Presentation



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