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Sohn London Investment Conference 2023: Zeno Equity Partners’ Pitch

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Jacob Wolinsky
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AppFolio
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The following are notes from Cristian Souza's presentation from the 10th Annual Sohn London Investment Conference, which took place on December 6th, 2023.

Cristian Souza on AppFolio

  • Cristian Souza, representing Zeno Equity Partners, originally from Brazil and now based in London.

Investment Philosophy and Criteria:

  • Zeno Equity Partners employs a rigorous investment approach, focusing on market power, effective...

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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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.