Hedge Funds

Ira Sohn: Which 2010 tips did the best?

by

Ackman's, Eisman’s and Arbess’s suggestions won big while Einhorn’s shorts were crushed and Tepper’s picks were a mix.

With the 2011 Ira Sohn Investment Research Conference event hours away, AR looked back at how some of last year’s investing tips from the hedge fund industry’s biggest names played out over the past 12 months.

The period spans 5/25/10 to the market’s close on 5/24/11. Winning bets are in green, losers in red.

Speaker

Firm

May 26, 2010 Message

Results

Jonathon Jacobson

Highfields Capital Management

Buy Sallie Mae (SLM).

SLM: +53.91%

Daniel Arbess

Perella Weinberg Partners

Shake hands with China; buy what rising EM consumers need. Bearish on the Euro and European sovereign debt. Like gold and other precious metals; especially junior mining companies


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