Sohn Conference: 2014 Winners And Losers

This years annual 20th IRA Sohn Conference 2015 produced in partnership with Bloomberg, as usual, attracted plenty of attention. There are plenty of notes on this year’s presentations that can be found on ValueWalk. (A selection of links can be found at the bottom of this article)

So, I thought it would be interesting to take a look at the performance of last year’s picks and sum-up this year’s stock picks in one condensed article.

Sohn Conference - Last year’s picks

Most of last year’s picks have performed well over the past year. Larry Robbins picked Monsanto (5% gain since recommending) as well as healthcare stocks Humana (54% gain), Anthem (50% gain YoY) and Endo International Plc (30% gain YoY) last...