At the 2025 Sohn New York Conference, Jonathan Lennon, Founder and Chief Investment Officer of PLP Funds, presented a high-conviction long idea for an eyewear company. Focusing on a company in the retail health sector, Lennon outlined a turnaround story which is supported by favorable industry tailwinds, a replacement cycle inflection point, and significant internal restructuring.
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According to Bloomberg, PLP recently secured $2 billion investment from Millennium Management and the firm currently has an AUM of $4 billion.
2025 Sohn New York Conference - Jonathan Lennon
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