The annual Sohn Hong Kong conference is essentially a must-attend for any investors with a particular interest in Asian investments, and 2024 was no different. The event brought some very interesting investing ideas from across Asia, including in some presentations from new or emerging hedge-fund managers.
Wendy Chen, founder of Sigmoid Capital, was among this year's Next Wave emerging managers. Sigmoid Capital is a pan-Asia long/ short equity hedge fund launched in New York last year. In developing her investing ideas, Chen looks for S-curve-shaped inflections in industry trends. You can also learn more about Wendy and Sigmoid by reading HedgeFundAlpha's CEO's interview with her in Forbes.
At Sohn Hong Kong 2023, she shared her bull thesis for a well-known Japanese company with a massive portfolio of much-loved intellectual property (IP) and brands.
The has a $4.5 billion market capitalization and trades on the Tokyo Stock Exchange. Chen described the company as "a hidden gem in the Japanese equity market." The company is a Japanese IP and entertainment company that owns some very well-known brands like