At the 2022 Sohn Investment Conference last week, hedge fund managers from some well-known hedge funds presented their best ideas. Mala Gaonkar, formerly of Loan Pine, presented her thesis for ServiceNow, a software company that has developed a cloud computing platform that helps companies manage their digital workflows.
Introduction To SurgoCap
She founded SurgoCap Partners and is preparing to launch it in January 2023. The fund invests in disruptive technology themes with a focus on enterprise data, financial services, healthcare and biopharmaceuticals, and industrials.
- See our full coverage of the conference here.
Q1 2022 hedge fund letters, conferences and more
SurgoCap looks for where technology intersects with high incremental returns...
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