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Sohn London Investment Conference 2023: Skerryvore on Oxxo

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Jacob Wolinsky
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Oxxo
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The following are notes from Gien Feigen's presentation from the 10th Annual Sohn London Investment Conference took place on December 6th, 2023.

Gien Feigen on Oxxo

  • Skerryvore Asset Management's Gien Feigen boasts a commendable track record, particularly in emerging markets.
  • Emphasizes the importance of alignment in investment decisions.
  • The family associated with the company commands a substantial $30...

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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