Sohn Hong Kong 2024: James Smith of Palliser Capital Calls for Rio Tinto to End its DLC Structure

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Michelle deBoer-Jones
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James Smith Rio Tinto

Sohn Hong Kong 2024 is in the books, and it brought some really interesting investing ideas from some of the best hedge-fund managers, not just for Asia but around the world. James Smith of Palliser Capital pitched his bull case for Rio Tinto PLC.

Palliser Capital is a London-based multi-strategy fund with equity and debt positions across global markets. The fund launched in 2021 and manages about $1 billion in asset under management. Smith was formerly the head of Elliott Management's Hong Kong division.

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.