At the 2025 Sohn New York Conference, a panel of top hedge fund managers including Lauren Taylor Wolfe of Impactive Capital, William Heard of Heard Capital, John Yetimoglu of Infinitum Asset Management, and David Rosen of Rubric Capital an ex-Point 72 alum, shared their perspectives on identifying value through capital structure inefficiencies, underappreciated growth drivers, and shareholder alignment, and pitched some specific stock ideas.
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