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2019 Sohn: Angela Aldrich Bayberry Capital, Short Aussie Spirits Company

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Jacob Wolinsky
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Rough notes of Angela Aldrich, the Managing Partner and Portfolio Manager of Bayberry Capital, from the 2019 Sohn Investment Conference which took place on the 6th of May.

See our full coverage of the 2019 Sohn Investment Conference here.

Q1 hedge fund letters, conference, scoops etc

Wine
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Angela Aldrich (Bayberry Capital Partners LP) Short: Treasury Wine Estates (TWE-AU)

Angela is the Founder, Managing Partner, and Portfolio Manager at Bayberry Capital, an investment firm based in New York, NY. Bayberry is a long / short equity firm that invests globally through a fundamental primary-research driven process. The firm employs the same research process...

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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