Top investment picks from the AR Symposium

November 07, 2011   Lawrence Delevingne, Rob Copeland



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: ...

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Data

April 2013 Global indices

Composite
Index Composite
GlobalApr 13YTD%
Composite0.74%3.96%86%
Emerging Market Debt1.05%1.81%93%
Emerging Market Equity0.59%4.49%93%
Equity0.50%5.65%83%
Event Driven0.77%4.32%72%
Macro0.74%2.69%77%
Managed Futures1.40%2.89%90%
Single Manager African0.66%4.48%100%

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