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Top managers present best value ideas at Sohn HK 2017 event

By Rodney Diola

Thu Jun 8, 2017

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  • Carson Block 
  • Brandon Lin
  • Ethan Devine 
  • Eashwar Krishnan

While renowned short-seller Carson Block of Muddy Waters found himself mobbed by journalists for his views at the Sohn Hong Kong 2017 conference this week, the philanthropy event – which targets hedge fund money for cancer treatment and research – nonetheless retained a strong focus on value companies.

Most of the managers who presented – including Seth Fischer of Oasis, Eashwar Krishnan of Tybourne Capital and Arjun Menon of Highbridge – focused on companies experiencing strong growth and value rather than losers or scandal-ridden firms.

There was a notable absence of macro managers presenting this year, unlike in previous years – perhaps underlining the difficult conditions that have been facing most managers in the macro space over the past year or so.

Martin Wheatley, the former CEO of Hong Kong’s Securities and Futures Commission and the UK’s Financial Conduct Authority, kicked off this year’s event...

ISSN: 2151-1845 / CDC10004H

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