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Jay Huck Of Egerton Capital Short Idea: Sohn Hong Kong Conference 2020

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Jacob Wolinsky
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Notes from Jay Huck's presentation from Karen Leung Foundation's Sohn Hong Kong Investment Leaders Conference 2020.

Q2 2020 hedge fund letters, conferences and more

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The Karen Leung Foundation is proud to present the 8th Annual Sohn Hong Kong Virtual Investment Leaders Conference as a part of the virtual SohnX initiative. As with every year, the conference brings together Asia’s leading investors to support the fight against gynecological and pediatric cancers by promoting research, education, prevention and optimal treatment. To address travel and social gathering restrictions, the main sessions of the event will be accessible virtually via live stream.

Jay Huck

Equity Analyst, Egerton Capital

Jay joined Egerton in 2003 and is a partner...

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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.