Below are notes from the Sohn London investment conference late last month. Apologies for the delayed posting. Click each link to go to that speaker's presentation.
Sohn London Investment Conference Notes 2018
Vikram Kumar (Kuvari Partners): Short Kier Group
Benoit Colas (PrimeStone Capital): Long Spirent Communications
Dureka Carrasquillo (Canada Pension Plan): Long Ferrari
Andrew Dickson (Albert Bridge Capital): Long Micro Focus
Luke Newman (Janus Henderson): Long Rolls Royce
Rachel Reutter (J O Hambro Capital UK Opportunities Fund): Long Smiths Group
Per Lekander (Lansdowne Partners): Long Carbon Credits
Maxime Franzetti (Mubadala Capital): Long Korian
Andy Brough (Schroder Investment Management): 2 Long Ideas
Bernie Ahkong (UBS O'Connor): Long Paddy Power Betfair
Thursday, January 10, 2019
Notes From Sohn London Investment Conference
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