Hedge Fund Alpha was at the 2025 San Francisco Sohn Investment Conference AKA Excellence In Investing, to cover all the highlights, including the best ideas pitched by some of the top hedge fund managers. The conference featured many best ideas including one pitch from Edwards of Maestria partners.
Before founding Maestria Partners, Jim Edwards was a Senior Managing Director of Investments and Portfolio Manager of Equities for the Emory University Endowment and an Investment Director at the UCLA Investment Company.
Maestria is a concentrated long-only hedge fund with around $270 million AUM.
Also see
- 13D Monitor Active-Passive Investor Summit: Palliser, Starboard, Engaged, Corvex, Impact Pitch Ideas
- 2025 Capitalize For Kids Investors Conference: Elliott, Vision, Loeb, Polar, Bornite, Starboard & More
- Invest For Kids 2025: Ruane, Maverick, Byron Trott, Tremblant & Much More To Pitch Favorite Ideas
Thesis In One Line
The company is the largest independent supply-side advertising platform with an integrated exchange. It sits between streaming publishers and ad buyers, positioned to compound operating cash flow in connected TV while gaining share from Google in the open internet market.
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