Notes From Sohn Hong Kong 2020: Longs And Shorts

ValueWalk’s coverage of the he 8th Annual Sohn Hong Kong Virtual Investment Leaders Conference presented by the Karen Leung Foundation can be found below.

The Karen Leung Foundation is proud to present the 8th Annual Sohn Hong Kong Virtual Investment Leaders Conference as a part of the virtual SohnX initiative. As with every year, the conference brings together Asia’s leading investors to support the fight against gynecological and pediatric cancers by promoting research, education, prevention and optimal treatment. To address travel and social gathering restrictions, the main sessions of the event was live streamed.

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Q2 2020 hedge fund letters, conferences and more

smartphoneNotes from Charlie Chai of Founder & Chief Investment Officer, Hel Ved Capital. The pitch took at place at Karen Leung Foundation’s Sohn Hong Kong Investment Leaders Conference 2020. Q2 2020 hedge fund letters, conferences and more The Karen Leung Foundation is proud to present the 8th Annual Sohn Hong Kong Virtual Investment Leaders Conference Read More

The Conference is a must-attend event as it provides a forum for successful professional investors to present a market view or investment idea, allowing attendees to gain valuable insights from leaders in the field.

Speakers pitched long and short ideas for companies located in Asia, the US and other places. We have some coverage of the various presentations. Click on the links below to access them!

Our Coverage Of The 8th Annual Sohn Hong Kong Virtual Investment Leaders Conference

  • Sean Debow, CEO and CIO of Eurizon Capital (HK) – India’s Rural Sector
  • Wanyi Yao, Founder, Apeiron Capital – Long Eyecare Stock
  • Tony Minesuk, Founder and Chief Investment Officer, Dimension Management – Long This Asian Gamer
  • Alp Ercil, Founder & Chief Investment Officer, ARCM – Macro Basket Pitch
  • Jay Huck, Equity Analyst, Egerton Capital  – Short Idea
  • Anna Yu, Partner, Panview Capital – Long This Chinese E-Commerce Stock
  • Charlie Chai, Founder & Chief Investment Officer, Hel Ved Capital Management Limited – Long This Chinese Company Making Inroads In Africa

Once again thanks to Sohn Hong Kong for providing us with a media pass and support so we could cover the event.

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Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and four kids in Passaic NJ. – Email: jacob(at)valuewalk.com – Twitter username: JacobWolinsky – Full Disclosure: I do not purchase any equities anymore to avoid even the appearance of a conflict of interest and because at times I may receive grey areas of insider information. I have a few existing holdings from years ago, but I have sold off most of the equities and now only purchase mutual funds and some ETFs. I also own a few grams of Gold and Silver

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