At the 2025 Sohn New York Conference, Alexandra Engler, Managing Partner of Arene Capital, pitched an industrials stock during the Next Wave panel. With over 15 years of experience in alternative investments, including prior roles at Diameter Capital, Engler focuses on opportunities across the capital structure, particularly where idiosyncratic or secular dislocations exist.
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Next Wave - Notes from Alexandra Engler
- Long and short across cap structure
- Idiosyncratic dislocations and secular dislocations is where they search for opportunities
- Large global chemicals, earnings underperformed following transformative acquisition
- Guidance and dividend cut post Q4
- This negative news flow should be ending which will be a catalyst for the stock
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