Sohn Hong Kong 2024 Wrap-Up: James Smith, Aaron Stern, Seth Fischer, David Mitchinson, Wendy Chen and More [In-Depth]

The 2024 Sohn Hong Kong event is in the books, and as usual, this year's conference brought many interesting investment ideas from some of the top hedge-fund managers in Asia and beyond. The annual event also raises money for a lot of excellent causes, and this year's conference focuses on women's cancers. Sohn conferences typically begin with presentations from some emerging, rising stars in the hedge-fund space, and the 2024 Sohn Hong Kong event was no different. This year's Next Wave speakers included Wendy Chen of Sigmoid Capital, Michael Zhang of Peach Creek Capital, Patrick Andersen of East Rock Capital, Daniel Rupp of Parkway Capital, and a few others. This year's main speakers include James Smith of Palliser Capital, Aaron Stern of Converium Capital, Seth Fischer of Oasis Management, David Mitchinson of Zennor Asset Management, and several others. Now without further ado, let's look at some of the highlights of the 2024 Sohn Hong Kong conference.

Sohn Hong Kong Next Wave: Chen on Sanrio

Chen is bullish on Sanrio, an IP-focused Japanese firm with a $4.5 billion market capitalization that trades on the Tokyo Stock Exchange. Among the intellectual property Sanrio owns is the globally recognized character Hello Kitty and many others, including Cinnamoroll, Pompompurin and Kuromi.