Hedge Funds’ Bullish Picks Mostly Win as Sohn Hong Kong Returns

The Sohn investment conference returns to Hong Kong on Thursday, with most of last year’s bullish pitches doing well.

Japan is set to once again take center stage at the Sohn Hong Kong Investment Leaders Conferencea year after the country and India captured the imagination of international investors shifting away from China.

The gathering in 2023 was held in person for the first time since the pandemic, and also marked the return of China picks after their conspicuous absence a year earlier. Yet a long call on on Tokyo-based Disco Corp. by Tybourne Capital Management’s Eashwar Krishnan trumped ...