At this year’s Sohn Investment conference in London, some of the renowned hedge fund managers shared their best ideas about investing next year. According to a report from Financial News London, money managers from Lansdowne Partners, Och-Ziff Capital Management, Andurand Capital, Polygon Global Partners, Bodenholm Capital, and Pelham Capital talked about their investment ideas on technology,stocks, and oil at the conference.

Each year, the Sohn Investment conference is held by the Sohn Conference Foundation to bring investors and hedge fund managers together. The conference was called by the Wall Street Journal as “the Superbowl of investing conferences.”

Let’s take a look at the investment calls made by money managers at this year’s event:

Lansdowne Partners Selling SMC Corp

David Craigen, who runs Lansdowne Partners’ European Strategies fund, is shorting SMC Corp (TYO:6273), a Japan-based manufacturer and seller of automatic control equipment and sintered filters and various types of filtration equipment.

The money manager said that his fund is concerned about SMC’s “questionable accounts and governance issues,” its large number of subsidiaries, and the continued role of the company’s 91-year old Chairman Yoshiyuki Takada.

Despite all issues pointed out by Craigen, SMC Corp (TYO:6273)’s stock has returned 80% this year.

Go Long on Oil: Andurand Capital

Pierre Andurand, a French businessman and hedge fund manager who specializes in the oil market, is a strong believer in oil. The investor said that crude could rise $80 a barrel in 2018, recommending investors to go long on oil.

Besides Andurand, economist Jim O’Neill, a former chairman of Goldman Sachs Asset Management, also believes that oil prices could surge to $80 next year.

50% Upside to Evry Shares: Polygon Global Partners

Reade Griffith, the founder of Polygon Global Partners, is bullish on EVRY A/S, an Oslo, Norway-based information technology company.

Print Friendly, PDF & Email