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
Monday, December 4, 2017
Notes From Sohn London Conference 2017: Craigen, Serra, Turner & More
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