HFA Icon

London Sohn Conference: Andy Brough Of Schroder – Two Contrarian Long Ideas

HFA Padded
Jacob Wolinsky
Published on
Updated on
Sign up for our E-mail List and Get FREE Access to Exclusive Investment E-books and More!

Notes of Andy Brough, the fund manager of Schroder Investment Management, from the 2018 London Sohn Conference.

Check out more notes from the Sohn Conference below.

Q3 hedge fund letters, conference, scoops etc

Please note these posts are not verbatim (although they are nearly the full speech) and may contain some mistakes – this is for information purposes only and not investment advice,

London Sohn Conference Andy Brough The Restaurant Group
neshom / Pixabay

 

 

Restaurant Group is the largest concession operator in the...

Login required to continue reading.

Setup a free account to get access to this article (no credit card required).

View Full Article
Already a member? Log in here
HFA Padded

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid