Hedge Fund Managers Divulge Top Picks at Annual Sohn Conference

New York, HedgeCo.Net – The annual Sohn Investment Conference kicked off yesterday in New York and it drew thousands of investment professionals as well as private investors. The conference is part entertainment and part business and is now in its 20th year. The most important part about the Sohn Conference is that it has raised tens of millions for pediatric cancer research.

Among this year’s participants were David Einhorn from Greenlight Capital, Bill Ackman of Pershing Square Capital, David Tepper of Appaloosa Management fame and Jeffrey Gundlach of DoubleLine.

The following table lays out some of the fund managers’ best ideas for the year ahead.

Investor Firm Investment Pick
William Ackman Pershing Square Capital Management Valeant Pharmaceuticals (VRX)
Leon Cooperman Omega Advisors Bearish Bonds, Bullish a handful of names including: ACT, AER, C, DOW, GM, GOOGL, PCLN
David Einhorn Greenlight Capital Bearish Fracking Companies
Mala Gaonkar Lone Pine Capital Bullish MicroSoft (MSFT)
Jeffrey Gundlach DoubleLine Bullish Puerto Rico Muni bonds
Keith Meister Corvex Management Bullish on YUM Brands
Larry Robbins Glenview Capital Management Bullish AbbVie (ABBV)
Barry Rosenstein JANA Partners Bullish Qualcomm (QCOM), Walgreens Boots Alliance (WBA)
David Tepper Appaloosa Management Cautious on bonds, optimistic toward stocks, cautious toward commodities

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