Below are notes from the 19th annual Sohn Investment Conference in New York, produced in partnership with Bloomberg LINK. As always, top hedge fund managers pitched their latest investment ideas to benefit pediatric cancer research. Here's this year's edition.
Sohn Investment Conference Notes: New York 2014
David Einhorn (Greenlight Capital): Short Athena Health
Bill Ackman (Pershing Square): On GSE's Fannie/Freddie
Philippe Laffont (Coatue Management): Long Liberty Global
Chris Shumway (Shumway Capital): Short the CNH, long Moody's
Larry Robbins (Glenview Capital): Long Humana, WellPoint, Monsanto
Paul Tudor Jones (Tudor Investment Corp): On the macro environment
Michael Novogratz (Fortress Investment): The case for Brazil
James Grant (Grant's Interest Rate Observer): On Russia and Gazprom
Jeff Gundlach (DoubleLine): Short homebuilders
Zach Schreiber (PointState Capital): Long refiners Valero & Marathon
Mariko Gordon (Daruma Capital): 3 long ideas
Dan Ariely (Duke University): On the psychology of money
Investment Contest Winner: Michael Guichon: long Fiat
And if you missed it earlier, we also posted up notes from the Next Wave Sohn Conference. This was the mini-conference that took place before the main event where emerging managers pitched their latest ideas.
Tuesday, May 6, 2014
Sohn Conference Notes New York 2014: Einhorn, Tudor Jones, Shumway, Laffont & More
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