Hedge Funds

Top investment picks from the AR Symposium

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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:

Josh Fink

Enso Capital Management

Firm AUM: $230 million

Go long natural gas and related companies, such as BNK Petroleum (BKX, Toronto), San Leon Energy (SLE, London) and 3 Legs Resources (3LEG, London). Opportunities are particularly ripe in Poland, where shale gas sites go for a fraction per