Sohn 2025: Big-name hedge funds are still looking abroad despite the US market rebound

Sohn 2025: Big-name hedge funds are still looking abroad despite the US market rebound

Greenlight Capital Founder David Einhorn pitched a German chemicals company.Jeenah Moon/REUTERSInvestors like David Einhorn and Rob Citrone highlighted international stocks at Sohn on Wednesday.There has been a renewed interest from hedge funds to invest abroad and hedge exposure to the US.Bridgewater exec Karen Karniol-Tambour is telling investors to "treat diversification seriously."Despite all the market turmoil of the first stretch of Presid…

As Warren Buffett steps back, here's the investor I'm turning my attention to

David Einhorn’s the founder and president of Greenlight Capital – a hedge fund with an exceptional record since its inception in 1996. And I think the similarities with billionaire investor Warren Buffett are striking.  Buffett scaling back his involvement with Berkshire Hathaway leaves a void in the value investing community. But I think Einhorn’s a terrific example of someone to look up to. The next Buffett? There’s a lot about the way Einhorn…

Discovery Capital boss names America Movil as top stock pick

Speaking at the Sohn Investment Conference in New York, Discovery Capital founder and macro hedge fund manager Rob Citrone highlighted Mexico’s America Movil as his top stock choice, citing the company’s broad exposure across Latin America, according to a report by Reuters. Citrone expressed strong bullishness on the Latin American region, viewing it as a key diversification play away from the US market. Discovery Capital posted an impressive 52…

Logon Opalesque Alternative Market Briefing

Rising hedge fund stars at Sohn give their top investment ideas, including one that can rally nearly 50% From CNBC: A handful of hedge fund founders took the stage Wednesday at the 2024 Sohn Investment Conference in New York to share their best investment ideas. The conference - one of the mos... Article link