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!

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GREENLIGHT

JANA

GLENVIEW

LONE PINE

APPALOOSA