For over a decade, Sohn Conference Foundation has brought together leading investment minds to share high-conviction ideas while supporting cancer research and treatment in Hong Kong and across Asia.
The 14th Annual Sohn Hong Kong Conference took place on May 20, 2026, continuing that tradition with a strong focus on both investment insight and real-world impact.
UPDATE: 5/31/2026 – subscribers can find the full Sohn Hong Kong Conference PDF report at the bottom of this post.
This year, Hedge Fund Alpha was again very proud to partner with the Karen Leung Foundation to support women’s health, prevention (including life-saving cancer research and support), and financial literacy alongside the conference’s pitches and discussions with the top hedge fund managers and investors.
The day brought together some of Asia’s leading investors for thoughtful perspectives from top fund managers, strategists, and innovators pitching their favorite investment ideas. You can find links to all the coverage below.
2026 Sohn Hong Kong Conference Agenda
Date: Wednesday, May 20, 2026
Venue: Asia Society Hong Kong Center, 9 Justice Drive, Admiralty, Hong Kong
Language: English
- 9:15 am – 11:00 am – Women In Finance Breakfast (invite-only): Leadership conversations on women’s healthcare innovation and investment, themed “Investing in tomorrow’s technologies to transform women’s lives today.”
- 11:00 am – 12:30 pm – Next Wave Program (registration opened at 10:30 am): Emerging next-generation Asia-Pacific fund managers unveiled their best ideas, including the return of the 2nd “Big Pitch” competition.
- 1:30 pm – 7:00 pm – Main Stage Program: Top stock picks and high-conviction investment strategies from leading hedge fund managers and asset allocators focused on Asia-Pacific markets.
What the Managers Pitched at the 2026 Sohn Hong Kong Conference
Stay tuned to Hedge Fund Alpha for continued coverage of the 2026 Sohn Hong Kong Conference.
Main Stage Pitches
- Aaron Stern, Converium Capital: a long on a sprawling, deeply out-of-favour German industrial conglomerate that was breaking itself up after a decade of cash burn. Converium argued the company’s net cash and listed shareholdings alone were worth roughly 1.5 times the share price, implying the market was assigning a negative value to a core business with around €30 billion in annual sales. See the thesis: Converium’s Aaron Stern – This German Conglomerate Is Trading At A Negative Enterprise Value
- Chris Wang, CloudAlpha Capital: a contrarian long on a Taiwan-listed printed circuit board manufacturer, pitched as a single way to own the artificial intelligence, space, and edge-computing build-outs in one. CloudAlpha argued the company could grow earnings per share by more than 50% a year for three years while still trading below 15 times forward earnings. See: CloudAlpha’s Chris Wang Says This Supply-Chain Bottleneck Stock Could Triple By 2030
- Scott Hendrickson, Permian Investment Partners: a long on the world’s largest makers of agricultural equipment, a bet that a proven turnaround chief executive could lift margins by 350 to 450 basis points off the bottom of the farm cycle. Permian framed the idea as a potential 2x to 4x return over four years. See: Permian’s Scott Hendrickson Bets on a 2x-4x Play on Management Change and the Ag Cycle
- Silas Xu, Toroa Management: a long on a Hong Kong-listed leader in clear-aligner orthodontics, a fast-growing Chinese challenger steadily taking global share from the long-time industry incumbent. Toroa’s upside scenario pointed to roughly a 3x return on the stock. See: Toroa Management’s Silas Xu Argues This Dominant Dental Company Is A 3x Opportunity
- Jonathan Shih, Keyrock Capital Management: a long on a leading Japanese electrical-construction contractor, pitched as a structural winner of Japan’s data centre, semiconductor, and energy building boom that traded at a steep discount to its US-listed peers. See: Keyrock’s Jonathan Shih Pitches Electric Giant as Japan’s Most Undervalued Infrastructure Play
- Krace Zhou, StillBrook Capital: a long on one of the most dominant bus manufacturers, which StillBrook described as “a global electrification champion trading at a legacy industrial company’s multiple.” The pitch pointed to roughly 100% upside alongside a dividend yield near 6%. See: StillBrook’s Krace Zhou: Ride This Bus Stock To A Double – and Get Paid 6% Along the Way
- Henry Liang, Seahawk China Dynamic Fund: one of the day’s rare short ideas, targeting a very large listed crude-oil tanker owner. Liang argued the stock was in the late innings of a geopolitically driven freight boom, with the global tanker orderbook swelling from 12% to 25% of the existing fleet in roughly eight months. See: Seahawk’s Henry Liang Makes the Bear Case for This Shipping Giant As VLCC Valuation Gap Exposed
- Andrew Limond, Panah Fund & Pasiwali Fund: a long on the dominant South Korean consumer credit bureau, a data business with roughly 70% market share that Limond argued had been mispriced by fears that artificial intelligence would commoditize it. See: Seraya’s Andrew Limond Pitches NICE Opportunity With 220%+ Upside
- Seth H. Fischer, Oasis Management: the Main Stage closer, an activist campaign against a Japanese media and entertainment group whose portfolio includes a world-renowned video-game studio. Oasis laid out the case that years of value destruction justified a change of leadership. See: Anime Now Outdraws the Super Bowl – Oasis Aims At This Company Arguing It Is Fumbling The Boom
Next Wave Pitches
- Jun Y. Oh, Griet Capital: a long on a Thai contract manufacturer of pet food riding the global “humanization of pets” trend. Griet highlighted a stock near all-time-low valuations, a 6% dividend yield, and net cash worth about 20% of its market value. See: Jun Oh Bets on Pet Humanization With This Thai Stock Trading At A 50% Discount
- Yuki Takenaka, Camphora Capital: a long on a pure-play Japanese plant-insulation contractor positioned for three converging capital-spending cycles across LNG storage, petrochemicals, and nuclear restarts, with roughly 40% of its market capitalisation held in cash and securities. See: Camphora’s Yuki Takenaka Pitches Stock With Tons Of Cash As Japanese Energy Security Pure Play
- Mukund Bhaskar, Kaleido Capital Partners: a long on South Korea’s oldest instant-noodle maker, whose fiery spicy-ramen brand has become a global phenomenon. Kaleido framed it as a potential 3x over five years, with higher-margin overseas sales compounding. See: Kaleido’s Mukund Bhaskar Says This Stock Will 3x As K-Food Becomes Next S. Korean Cultural Export
- Kenny Zhang, Valliance Asset Management: a long on a US-listed artificial-intelligence “neocloud” GPU provider, which Zhang called the “token factory” of a new outsourcing era. His upside scenario implied well over 150% upside. See: Valliance’s Kenny Zhang Sees 160%+ Upside As Token Factory Powering The AI Economy
- Harrison Moot, Sandstone: a long on the dominant Southeast Asian internet platform, a single ecosystem spanning e-commerce, consumer fintech, and mobile gaming that Sandstone argued was growing faster yet trading cheaper than its Western counterparts. See: Sandstone’s Harrison Moot Makes The Case For Asian Ecommerce Giant At Its Cheapest Ever Valuation
- Sinan Xin, Amber Road Investors: a long on the consumer “super-app” of a Central Asian economy that was expanding into Türkiye through an e-commerce acquisition. Amber Road’s base case pointed to roughly 80% upside. See: Amber Road’s Sinan Xin Makes the Case for Dominant Kazakh Stock Trading At Low Valuation
The Debate
Chris Beselin (Endurance Capital) and Dan Rupp (Parkway Capital) closed the day with a debate contrasting two ways to invest in Asia: a concentrated, engaged-ownership approach focused on Vietnam and Southeast Asia, set against a diversified, quality-compounding strategy spread across Pan-Asia See: Endurance’s Beselin and Parkway’s Rupp on Activism vs Quality Compounding in Asian Markets.
See details on the all-star line-up below.
Sohn Hong Kong 2026 Speakers
Master of Ceremonies
- Maria Witchell, Co-Founder, LAW-G
Main Stage Speakers
- Aaron Stern, Managing Partner & CIO, Converium Capital
- Andrew Limond, CIO, Panah Fund & Pasiwali Fund
- Henry Liang, Founder & Director, Seahawk China Dynamic Fund
- Krace Zhou, Founder & Chief Investment Officer, StillBrook Capital
- Scott Hendrickson, Co-Founder, Permian Investment Partners
- Seth H. Fischer, Founder & CIO, Oasis Management
Also see: Hedge Fund Management is Not a 9-5 Job: Interview With Oasis Management’s Seth Fischer
- Silas Xu, Founder & CIO, Toroa Management
- Chris Wang, Founding Partner & Co-CIO, CloudAlpha Capital
- Jonathan Shih, CIO, Keyrock Capital Management
Also see: Why Keyrock’s Jonathan Shih Values Doing Your Own Homework and Free Optionality
Next Wave Speakers
- Harrison Moot, Founder & CIO, Sandstone
- Jun Y. Oh, Founder & CIO, Griet Capital
- Yuki Takenaka, Founder, CEO & CIO, Camphora Capital
- Mukund Bhaskar, Founder & Portfolio Manager, Kaleido Capital Partners
- Sinan Xin, Managing Partner & CIO, Amber Road Investors
- Kenny Zhang, CIO, Valliance Asset Management
Debate
- Chris Beselin, Founding Partner, Endurance Capital
- Dan Rupp, Founder & CIO, Parkway Capital Ltd.
Women in Finance Breakfast Speakers
- Catherine “Cathie” D. Wood, CEO & CIO, ARK Investment Management
- Penny Wan, Co-Founder & Chairwoman, HerAnova Lifesciences
- Simone Song, Founder, ORI Capital
Related Coverage From Hedge Fund Alpha
- 2025 Sohn Hong Kong Conference [100-Page PDF Report]
- ‘Digital People’ Predicted to Outnumber Humans 5-Fold Within Five Years, Says Valliance’s Kenny Zhang [In-Depth Profile]
- 2025 Sohn Hong Kong: Oasis’ Seth Fischer Pitches This Japanese Mall Conversion Company
- Einhorn Pitches Five Long Ideas at Sohn New York 2026
- 2025 Sohn Hong Kong: Palliser’s James Smith – This High-Quality Japanese Manufacturer Has 90% Upside
Find more details about the Sohn Hong Kong Conference by visiting their website here.
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The complete conference PDF — every pitch with detailed write-ups, 1-year price charts on every ticker, an editor’s note, a Pitches-at-a-Glance summary table, and disclosures — is available to paid Hedge Fund Alpha subscribers.
