Sohn London
HFA Staff
Sohn London
Markets & Macro
Fannie And Freddie: Promises Made, Promises Kept – Pershing Square
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Hedge Funds Deliver 2.1% In October As Macro Leads – Citco
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Shareholder Yield Stock Profile: Var Energi – 15% Dividend Yield
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Sohra Peak Capital Q3 2025 Commentary
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Hinde Group Q3 2025 Commentary
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Good Companies Stay Good: TCI’s Hohn On Building Eight-Year Positions And Avoiding Shorts
Delivering Alpha
2025 Delivering Alpha Conference: NYC RE Titans – Mayor Won’t Derail City; AI Cycle Is Pulling Talent And Capital Back To Manhattan
Delivering Alpha
2025 Delivering Alpha Conference: “Very Very Slowly and Then All of a Sudden” – Erdoes on the Agentic AI Tipping Point
Delivering Alpha
2025 Delivering Alpha Conference: Feature Engineering Before Alpha – Inside Leda Braga’s New Research Vertical at Systematica
Delivering Alpha
2025 Delivering Alpha Conference: Corient – 86% of Companies Generating $250M+ Revenue Are Private
Delivering Alpha
2025 Delivering Alpha Conference: Laffont’s AI Playbook – Infinite P * Q, “Mac 10” & An IPO Market “Broken Beyond Repair”
Delivering Alpha
2025 Delivering Alpha Conference: Laffont, Erdos, Braga, Beschloss & More
Markets & Macro
Liberty Media’s John Malone On The Bidding War Over Warner Brothers Discovery
Markets & Macro
UCITS: The Enduring Anchor Of European Wealth Distribution
Quarterly Issue
Hidden Value Stocks Q4 2025 Issue: Primoat And Hoop Capital Detail Their Favorite Small-caps
Exclusive Insights
Gator Financial Partners Q3 2025 Commentary
Commentaries
GDS Investments November 2025 Commentary
Exclusive Insights

