Sohn London
HFA Staff
Sohn London
Sohn London
2025 Sohn London Conference: Ex-Soros/Rentech PM Igor Kryca Likes This German Manufacturer
Sohn London
2025 Sohn London Conference: CIE’s Katie Moran Likes Stock Of This Dominant Brokerage
Sohn London
2025 Sohn London Conference: ARR’s Christian Putz – This Strong & Large Kazakh Bank Has A 15% Dividend Yield
Sohn London
2025 Sohn London Conference: Ex-Millennium Group Senior PM Priya Kodeeswaran Is Short This Mid-cap Tech Stock
Sohn London
2025 Sohn London Conference: Kernow’s Alyx Wood Makes Big Bet On This UK Insurer Which Could 5x
Sohn London
2025 Sohn London Conference: Vintra’s Avi Fruchter Likes This Polish Mid-cap Which Sells To Amazon
Markets & Macro
Fannie And Freddie: Promises Made, Promises Kept – Pershing Square
Hedge Fund News
Hedge Funds Deliver 2.1% In October As Macro Leads – Citco
Commentaries
Shareholder Yield Stock Profile: This Swedish Bank Has A Nice Dividend Yield
Commentaries
Shareholder Yield Stock Profile: Var Energi – 15% Dividend Yield
Commentaries
Sohra Peak Capital Q3 2025 Commentary
Commentaries
Hinde Group Q3 2025 Commentary
Hedge Fund News
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
