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The post above is drafted by the collaboration of the Hedge Fund Alpha Team.

Sohn New York 2026 - Larry Robbins

Sohn New York

Robbins Pitches Nine Names Across Three Buckets at Sohn New York 2026

Sohn New York 2026 - Thea Jamison Francis Dufay

Sohn New York

Emerging-Markets Believers Defend Nigeria, Korea, and African E-Commerce at Sohn 2026

Digging Deeper: Conversations in Fundamental Investing - 2026 Sohn New York Conference

Sohn New York

Rosen, Lennon, Marques, and Bellas Trade Longs Across Pharma, Used Cars, Korea, and a Social Platform at Sohn 2026

Ilana Weinstein (IDW Group) and Jawad Mian (Stray Reflections) discuss Finding Alpha in People at Sohn New York 2026

Sohn New York

Weinstein Dissects Talent Edge and Common Failure Modes at Sohn New York 2026

Intelligence as Infrastructure panel: Leon Shaulov (Maplelane) and Alex Sacerdote (Whale Rock) with moderator Leslie Picker at Sohn New York 2026

Sohn New York

Two Managers Pitch AI Infrastructure Plays at Sohn New York 2026

Jacob Rubin pitches Galaxy Digital (GLXY) long at Sohn 2026 - data center supercycle thesis

Sohn New York

Rubin Pitches a Crypto-Company Data Center Play at Sohn New York 2026

Ryan Packard (Hiddenite Capital Partners) presents AppLovin (APP) at Sohn New York 2026

Sohn New York

Packard Bets on an Ad-Tech Roll-Up at Sohn New York 2026

Axon Enterprise (AXON) AI agents for police - Rahul Kishore Epicenter Capital Sohn 2026

Sohn New York

Kishore Pitches AI-Powered Public Safety Technology at Sohn 2026

Perimeter Solutions (PRM) share price history - Tariq Barma Balance Capital Sohn 2026

Sohn New York

Barma Pitches Consolidated Fire-Retardant Winner at Sohn New York 2026

Infineon (IFX) business overview from Kevin Salimian's Voxel Capital pitch at Sohn 2026

Sohn New York

Voxel Capital Pitches German Semiconductor Play at Sohn New York 2026

David Einhorn pitches Acadia Healthcare (ACHC) long at Sohn New York 2026

Sohn New York

Einhorn Pitches Five Turnaround Bets at Sohn New York 2026

Sohn New York

Lee and Silbert Spar Over Crypto’s Next Act at Sohn New York 2026

Domestic Capital Reallocation: Shifting Investor Strategies in U.S. Real Estate Markets - 2026 Sohn New York Conference

Sohn New York

JLL Panel Details Capital Reallocation Across Industrial, Retail, Senior Living at Sohn 2026

New York Real Estate: Reading the Reset - 2026 Sohn New York Conference

Sohn New York

New York Office Market Shows Recovery, AI Leasing Surge at Sohn 2026

Krace Zhou of StillBrook Capital presenting on the Main Stage at the 2026 Sohn Hong Kong Investment Conference Sohn Hong Kong Conference 2026

Sohn Hong Kong

2026 Sohn Hong Kong Conference: Converium, Oasis, StillBrook, CloudAlpha And More

hsbc w22 01 top10 ytd 2026

Hedge Fund News

2026’s Hedge Fund Leaders: A China Equity Surge and a 58-Point Spread

ai trade dominating market returns by sector

Exclusive Insights

Hayden Capital Has Rough Quarter Down 28%; Founder Fred Liu on the AI Trade, Drawdowns, and the Case for Internet Stocks

Chart comparing Nikkei and TOPIX year-over-year returns showing Nikkei outperformance driven by tech sector gains

Black Bear Value Fund April 2026 Letter to Partners: Up 11% Through April

goldman may 2026 q1 sector changes

Hedge Fund News

Hedge Funds Push Semiconductor Weight to a Record High, Goldman Says

Sohn Tokyo Investment Conference Harrison Moot presenting Sea Limited investment thesis at Sohn Hong Kong 2026 conference

Sohn Hong Kong

Sohn Hong Kong 2026 – Sandstone’s Harrison Moot Makes The Case For Asian Ecommerce Giant At Its Cheapest Ever Valuation

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