The Sohn London 2017 conference was held at the end of November and ValueWalk was present at the event. Stay tuned for our Sohn Brazil conference taking place today – we are in attendance !
The Conference brings together industry leaders and Europe’s most influential hedge fund managers to present their most compelling investment ideas. Sir Paul Ruddock, Co-Founder of Lansdowne Partners, opened the conference with a short talk addressing how the hedge fund industry has evolved, and the importance of philanthropic activity.
This year a number of notable speaks appeared including Pierre Andurand, the founder and Managing Partner of Andurand Capital, David Craigen, portfolio manager of Lansdowne Partners and Beltran De La Lastra, the CEO & Chief Investment Officer of Bestinver. The full speaker linup included:
- Pierre Andurand, Founder & Managing Partner, Andurand Capital
- David Craigen, Partner & Portfolio Manager, Lansdowne Partners
- Bruno Crastes, Founding Partner & CEO, H20 Asset Management
- Adrian Croxson, Head of European Equities, Oz Management
- Beltrán de la Lastra, CEO & Chief Investment Officer, Bestinver
- Reade Griffith, CIO, Polygon's European Event-Driven Fund,
- Co-Founder & Head of Investment Committee, Tetragon
- Per Johansson, Founder & CIO, Bodenholm Capital
- Stephen Loukas, Partner & Portfolio Manager, FrontFour Capital Group, LLC
- Selvan Masil, CIO & Founder, Westray Capital Management
- Michel Massoud, Founder & CIO, Melqart Asset Management (UK) Ltd.
- Emeric Préaubert, Co-Founder & Co-Head of the Portfolio Management Team, Sycomore Asset Management
- Davide Serra, Founder, CEO & CIO, Algebris Investments
- Dean Tenerelli, Portfolio Manager, T. Rowe Price
- Ross Turner, Founding Partner, Pelham Capital Management LLP
- Christian Vogel-Claussen, CEO, CIO & Founder, Alanda Capital Management
Sohn London 2017 Conference Notes
Below we bring you some of the best ideas from the conference as well as some background on each:
- Emeric Preaubert At The Sohn Conference London 2017: Long Auto Play
- Stephen Loukas On Granite Real Estate Investment Trust
- Criteo: A Better Buy Than Google In The Online Advertising Market?
- Adrian Croxson: Pirelli Is Undervalued By 60%
- Reade Griffith: This Turnaround Is Undervalued By 50%
- Sohn London: Bestinver Manager's Top Europe Stock Pick
- Algebris Investments: Buy Santander Debt To Profit From Banco Popular Deal
- MarketFolly also has some good notes