Sohn Hong Kong 2024 is in the books, and it brought some really interesting investing ideas from some of the best hedge-fund managers, not just for Asia but around the world. James Smith of Palliser Capital pitched his bull case for Rio Tinto PLC.
Palliser Capital is a London-based multi-strategy fund with equity and debt positions across global markets. The fund launched in 2021 and manages about $1 billion in asset under management. Smith was formerly the head of Elliott Management's Hong Kong division.
Note: We have some exclusive coverage of Elliott going live soon, stay tuned for that shortly.
Background on Rio Tinto
Smith described Rio Tinto as one of their "most exciting investments currently," adding that they own about $180...
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