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

Kenny Zhang presenting CoreWeave investment thesis at Sohn Hong Kong 2026 Conference

Sohn Hong Kong

Sohn Hong Kong 2026 – Valliance’s Kenny Zhang Sees 160%+ Upside As Token Factory Powering The AI Economy

Yuki Takenaka presenting Meisei Industrial investment thesis at Sohn Hong Kong 2026

Sohn Hong Kong

Sohn Hong Kong 2026 – Camphora’s Yuki Takenaka Pitches Stock With Tons Of Cash As Japanese Energy Security Pure Play

CNH Industrial stock return projections showing 2x-4x upside over four years

Sohn Hong Kong

Sohn Hong Kong 2026 – Permian’s Scott Hendrickson Bets on a 2x-4x Play on Management Change and the Ag Cycle

Sinan Xin presenting Kaspi.kz investment thesis at Sohn Hong Kong 2026 Conference

Sohn Hong Kong

Sohn Hong Kong 2026 – Amber Road’s Sinan Xin Makes the Case for Dominant Kazakh Stock Trading At Low Valuation

Argosy Investors Institutional Investors

Commentaries

Argosy Investors Q1 2026 Commentary

Crossroads Capital

Commentaries

Crossroads Capital Q1 2026 Investor Letter

Mukund Bhaskar presenting Samyang Foods investment thesis at Sohn Hong Kong 2026 conference

Sohn Hong Kong

Sohn Hong Kong 2026 – Kaleido’s Mukund Bhaskar Says This Stock Will 3x As K-Food Becomes Next S. Korean Cultural Export

Jun Y. Oh presenting at 2026 Sohn Hong Kong Conference on i-Tail Corp investment thesis

Sohn Hong Kong

2026 Sohn Hong Kong – Jun Oh Bets on Pet Humanization With This Thai Stock Trading At A 50% Discount

citco april 2026 hedge fund returns by strategy

Hedge Fund News

Hedge Funds Rebound 5.6% in April 2026, Strongest In Decade, After March Decline

Jonathan Shih presenting Kandenko investment thesis at Sohn Hong Kong 2026 conference

Sohn Hong Kong

Sohn Hong Kong 2026 – Keyrock’s Jonathan Shih Pitches Electric Giant as Japan’s Most Undervalued Infrastructure Play

2026 Sohn Hong Kong Conference - Chris Beselin and Dan Rupp

Sohn Hong Kong

Sohn Hong Kong 2026 – Endurance’s Beselin and Parkway’s Rupp on Activism vs Quality Compounding in Asian Markets

Andrew Limond presenting NICE Information Service investment thesis at Sohn Hong Kong 2026

Sohn Hong Kong

Sohn Hong Kong 2026 – Seraya’s Andrew Limond Pitches NICE Opportunity With 220%+ Upside

Silas Xu presenting Angelalign investment thesis at Sohn Hong Kong 2026 Conference

Sohn Hong Kong

Sohn Hong Kong 2026: Toroa Management’s Silas Xu Argues This Dominant Dental Company Is A 3x Opportunity

Chris Wang of CloudAlpha Capital presenting at Sohn Hong Kong 2026 Conference

Sohn Hong Kong

Sohn Hong Kong 2026 – CloudAlpha’s Chris Wang Says This Supply-Chain Bottleneck Stock Could Triple By 2030

Krace Zhou presenting Yutong Bus investment thesis at Sohn Hong Kong 2026 Conference

Sohn Hong Kong

StillBrook’s Krace Zhou: Ride This Bus Stock To A Double – and Get Paid 6% Along the Way [Sohn Hong Kong 2026]

Thyssenkrupp stock price chart showing decline from 35 euros in 2008 to current levels

Sohn Hong Kong

Sohn Hong Kong 2026: Converium’s Aaron Stern – This German Conglomerate Is Trading At A Negative Enterprise Value

Sohn Hong Kong

Anime Now Outdraws the Super Bowl – Oasis Aims At This Company Arguing It Is Fumbling The Boom [Sohn HK 2026 Conference]

Chart showing global crude tanker fleet supply growth versus demand growth from 2000 to 2025

Sohn Hong Kong

Sohn Hong Kong 2026 – Seahawk’s Henry Liang Makes the Bear Case for This Shipping Giant As VLCC Valuation Gap Exposed

kerrisdale partners annual net returns 2009 2026 ytd

Exclusive Insights

Kerrisdale Partners Climbs 23% YTD After Blowout 12% Gain In April

hazeltree april 2026 us semiconductor net long sentiment ytd sox

Hedge Fund News

April 2026 Hedge Fund Positioning: AI Infrastructure Names Dominate the Crowded Shorts

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