HFA Icon

SohnX Hong Kong: Seth Fischer Says Buy This “Forgotten” Steel Company

HFA Padded
Rupert Hargreaves
Published on
Sign up for our E-mail List and Get FREE Access to Exclusive Investment E-books and More!

Seth Fischer, the founder, and CEO of Oasis Management, was one of the leading speakers at the year’s SohnX HK Conference.

Q1 2021 hedge fund letters, conferences and more

Screenshot 2021 05 21 17.00.35

Fischer founded Oasis in 2002 following a successful seven-year career at Highbridge Capital Management, where he managed the firm’s Asian investment portfolio.

The firm invests globally across capital structures with a focus on Asia.

Fischer pitched Ben Gang Group Corporation as his investment pick at the conference.

The “forgotten” steel company

He called Ben Gang a “forgotten company,” which should benefit from rising steel prices and higher steel demand in the years ahead.

The founder of Oasis noted that one way to own Ben Gang is...

Login required to continue reading.

Setup a free account to get access to this article (no credit card required).

View Full Article
Already a member? Log in here
HFA Padded

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha