The 2024 Sohn Monaco Investment Conference featured key industry insights from various investment professionals. Manuel Blanco, a portfolio manager at Maven Investment Partners, provided an in-depth analysis of the fashion industry. His presentation was focused on a detailed case study of one stock and problems with its business model and merger.
Manuel Blanco’s Presentation
Investment Philosophy and Approach
Manuel Blanco began his talk by emphasizing the importance of thorough market analysis and strategic investments. He discussed how his experience in the industry including working at Highbridge Capital, particularly in landmark leveraged buyouts...