The 2024 Sohn London Conference gathered many influential names from the investment industry, including the founder of Gatemore Capital Management - Liad Meidar. According to their website, "Gatemore manages a turnaround activist strategy focused on highly concentrated positions in small- and mid-cap companies across consumer, industrial, sports, media, healthcare, and technology sectors."
Besides founding and managing Gatemore, Meidar is also an investment advisor for numerous high-net worth families and corporations. Meidar is a part of GVP Climate, an early-stage clean technology investing company. Meidar currently serves on the Board of Directors for Dan Loeb's Third Point Investors Limited.
Enjoy 10% off your annual Hedge Fund Alpha subscription for a limited time! Simply use the code Sohn at checkout, or click here. Take advantage of this exclusive offer before it ends—expires on 11/25 at midnight EST or after the first 15 sign-ups, whichever comes first.
Thesis
Meider introduced Gatemore Capital as an activist investor with a focus on deeper turnarounds. Gatemore takes a deep engagement approach with the company management and shareholders aiming for the same goals.
The hedge fund has been operating for six years and has annualized 14% gains ahead of Russell and HFRA activist indexes.
Meidar wanted to share his insights about
