Wednesday, June 12, 2024

10 key investment calls from Sohn London 2023

Carson Block speaking at the Sohn London event

  • Three short calls among the presentations at investment idea event in London, raising money for critical paediatric cancer research and treatments
  • Muddy Waters, Kintbury Capital and Selwood Asset Management among the speakers, as well as Elliott spinouts Palliser Capital and Sparta Capital Management. Their calls and five others below
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Long calls again dominated at this year’s Sohn investment conference, which featured three short pitches — one more than last year. Here is a round-up of ten key calls from the event, in order of presentation:

Franck Tuil, founder at Sparta Capital Management in London, started the event with a long call in Grifols, a Spanish multinational specialising in plasma collections. Tuil, who spent almost two decades at Elliott Management and helped to spearhead the growth of the activist’s London office, started Sparta in 2020. He said Grifols, which is the second largest collector of human plasma in the world, had strong potential, and gave it as an example of a holding in which he had constructively worked with management.

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