Top investment picks from the AR Symposium

By Lawrence Delevingne, Rob Copeland

Mon Nov 7, 2011



Why Microsoft could be a sure thing and Poland is a good place to drill.


A group of top hedge fund managers presented and defended some of their largest bets last week at the eighth annual AR Symposium.

"The economics are phenomenal," Enso Capital Management’s Josh Fink said as he endorsed an investment to which he’s allocated about 20% of his firm’s portfolio.

Here is a summary of those investment ideas: ...

ISSN: 2151-1845 / CDC10004H

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