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Performance of Ira Sohn Presenters

I’ve been to a few Sohn conferences over the years, and while a lot of fun & for a good cause, my crazy schedule has led to my pumping the brakes a bit on traveling.  I’ve written about hedge funds and their stock picks more than I care to admit on this blog and in my books.  Below are a few summaries we’ve included from The Idea Farm (data source: AlphaClone) on how tracking today’s presenters through their public stock picks would have performed since 2000.  Not bad!

Click to enlarge

 

GREENLIGHT

Screen Shot 2015-05-04 at 9.07.36 AM

JANA

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GLENVIEW

Screen Shot 2015-05-04 at 9.14.34 AM

LONE PINE

Screen Shot 2015-05-04 at 9.15.13 AM

APPALOOSA

Screen Shot 2015-05-04 at 9.15.55 AM

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