Several hedge fund managers presented their stock picks at the 13th annual Invest for Kids conference last week. Among the presenters was Nadine Terman of Solstein Capital, who presented her thesis for Shell.
Q3 2021 hedge fund letters, conferences and more
The firm seeks non-consensus positions with limited downside and targets eight to 15 high-conviction themes with idiosyncratic, quality businesses. Solstein invests across geographies, sectors and market caps and follows a strategy similar to Ray Dalio's strategy.
Background On Shell
Terman said investors are generally underweight the energy sector right now and described Shell as a "mission-critical energy producer." The company addresses the enter energy value chain, including the decarbonization of the...
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