2025 Sohn Monaco: Palliser’s James Smith Bullish On This UK Stock – As It Pivots From High Street to High Growth

At the 2025 Sohn Monaco Conference, James Smith, the Founder and Chief Investment Officer of Palliser Capital, pitched one of his firm's significant holdings, a UK listed transportation stock. Smith who spent many years working for Paul Singer's Elliott Management, articulated Palliser Capital’s patient, value-focused, and collaborative investment philosophy.

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2025 Sohn Monaco Conference - Palliser Capital's James Smith

James Smith and Palliser Capital: A Foundation in Value Investing

fter graduating from Cambridge University in 1997, Smith began as an Investment Analyst at Fleming Asset Management. He then diversified his experience in the telecommunication sector with the startup, First Smart Communication Bucha, from 1999. A major part of his career was spent at Elliott Management, which he joined in 2001. At Elliott, he initially focused on European investments before advancing to portfolio manager and ultimately heading their Hong Kong office.

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In 2021, Smith founded Palliser Capital, establishing it as a $1.2 billion US dollar multi-strat fund. The investment team at Palliser Capital largely comprises former Elliott employees, fostering a shared, consistent investment approach. Palliser Capital's philosophy is distinctly value-focused, patient, and collaborative. Their objective is to propose and implement suggestions to companies they invest in that will ultimately enhance value for all shareholder