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 |
