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John Armitage’s Egerton Buys CME; Starts New Position In Large Korean Defense Firm [Q1 Letter]
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Hedge Funds Are Bullish on this Latin American Telecom Company – Despite the Soaring Price
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Select Equity Group Down 9.3% YTD Amid Defensive Shift And Tariff Volatility
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2025 Sohn Montreal: Building a Global Asset Manager in Quebec
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2025 Sohn Montreal: Opportunities in Life Sciences
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2025 Sohn Montreal: Investing in “The Game”
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2025 Sohn Montreal: Permian Investment Partners’ Alex Duran – Targeting 400% Upside in a Biotech Turnaround Story
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2025 Sohn Montreal: Converium Capital’s Aaron Stern – Deep Value Bank With Clear Catalysts Could Double
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Hedge Funds Favor Mag 7 While Mutual Funds Are Underweight
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2025 Sohn Montreal: Greenlight Capital’s David Einhorn – Navigating Market Disconnects Amid The Death Of Traditional Value Investing
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2025 Sohn Montreal: Atreides Management’s Gavin Baker – 3X Upside Riding the AI Inference Wave with a Dominant HBM Supplier
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2025 Sohn Montreal: FiveSpan Partners’ Dylan Haggart – Realizing Private Market Discounts with Two High-Quality Opportunities
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2025 Sohn Montreal: Bracebridge Capital’s Nancy Zimmerman – Rethinking Portfolio Risk in Correlated Markets via Market-Neutral Strategies
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2025 Sohn Montreal: Davidson Kempner’s Suzanne Gibbons – Identifying Alpha Opportunities in Fragmented European Credit Markets
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2025 Sohn Montreal: Oasis Capital’s Seth Fischer Says Buy This Japanese Stock To Benefit From The Mall Apocalypse
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2025 Sohn Montreal: Trans-Canada Capital’s Marc-Andre Soubliere – Executing a Contrarian US Rate Curve Flattening Trade
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2025 Sohn Montreal: Gallatin Point’s Matt Botein – Unlocking 100%+ Upside via Structural Opportunity in Insurance
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2025 Sohn Hong Kong – Triata’s Sean Ho Is Bullish on This Asian E-commerce Leader
