Below are links to notes from the recent Sohn London Investment Conference 2019 which featured investment managers sharing ideas to benefit charity.
Sohn London Conference Notes 2019
- Brian Baldwin (Trian Fund Management): Long Ferguson
- James Hanbury (Odey Asset Management): Long Plus500
- Catherine Berjal (CIAM): Long Accor
- Jason Ader (SpringOwl Asset Management): Long Playtec
- Per Johansson (Bodenholm Capital): Long LivaNova, Short Koenig and Bauer
- Tamas Eisenberger (Sikra Capital): Long Star Bulk Carriers & Scorpio Tankers
- Måns Larsson (Makuria): Short ICA Gruppen
- Arnaud Langlois (1798 TerreNeuve Fund): Short Air Products & Chemicals
- Lucy Macdonald (Allianz): Long Bloomsbury Publishing
- Fadi Arbid (Amwal Capital): Short Kuwait Finance House, long Ahli United Bank
- Pieter Taselaar (Lucerne Capital): Long Altice Europe (apologies, no notes from this one)
Monday, December 9, 2019
Notes From Sohn London Investment Conference 2019
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