Key Takeaways
- • The second annual Sohn Montreal Investment Conference convened on June 4, 2026, at the Four Seasons Hotel Montreal, featuring high-conviction stock pitches and macro debate from leading global investors, with all proceeds benefiting pediatric research hospitals Montreal Children's Hospital and Sainte-Justine Hospital.
- • The 2025 inaugural Sohn Montreal Conference generated exceptional returns: SK Hynix, pitched by Atreides' Gavin Baker, surged approximately 900% (from ~203,000 won to over 2,000,000 won) on the AI memory supercycle; Revolution Medicines pitched by Wellington's Wen Shi returned over 300%; and Kyoto Financial Group pitched by Converium's Aaron Stern appreciated approximately 96%.
- • The 2026 conference featured pitches and panel discussions from multiple prominent investment firms including Oasis Management, Converium Capital, Third Point LLC, Capstone, Waratah Capital, and Balance Capital Partners, with panelists including Andrew Bellas, Eduardo Marques, David Rosen, and Jonathan Lennon discussing fundamental investing approaches.
- • Tariq Barma, Co-Founder and Managing Partner of Balance Capital Partners, presented Perimeter Solutions as a "misunderstood winner" poised for recovery at the 2026 conference.
Summary
The second annual Sohn Montreal Investment Conference took place on June 4, 2026, at the Four Seasons Hotel Montreal, bringing together established and emerging global investors for a full day of equity pitches, fireside discussions, and macroeconomic debate. Presented by Converium Capital and Richter in association with National Bank of Canada, the conference maintained its philanthropic mission, with all proceeds directed to two leading pediatric research institutions: Montreal Children's Hospital and Sainte-Justine Hospital.
The 2026 edition built on the exceptional track record established by the inaugural 2025 conference. SK Hynix emerged as the standout performer from last year's pitches, delivering approximately 900% returns after Atreides Capital's Gavin Baker positioned it as a dominant high-bandwidth-memory supplier trading at just three times earnings. The stock appreciated from approximately 203,000 won to over 2,000,000 won, capitalizing on the AI memory supercycle. Revolution Medicines, a pancreatic-cancer focused biotech company pitched by Wellington's Wen Shi, returned over 300% since its presentation, while Kyoto Financial Group, an unloved Japanese regional bank pitched by Converium's Aaron Stern, approximately doubled with a 96% gain.
The 2026 conference attracted prominent investment firms and managers. Participants included Oasis Management, Third Point LLC, Capstone, Waratah Capital, and Balance Capital Partners. A panel discussion featured experienced investors Andrew Bellas, Eduardo Marques, David Rosen, and Jonathan Lennon discussing fundamental investing principles. Balance Capital Partners' Tariq Barma pitched Perimeter Solutions as a recovery opportunity characterized as a "misunderstood winner."
A comprehensive 80-page conference report covering all pitches, detailed write-ups, price charts, and disclosures is available to Hedge Fund Alpha paid subscribers, providing institutional investors with detailed analysis of the investment theses presented.
The 2026 edition built on the exceptional track record established by the inaugural 2025 conference. SK Hynix emerged as the standout performer from last year's pitches, delivering approximately 900% returns after Atreides Capital's Gavin Baker positioned it as a dominant high-bandwidth-memory supplier trading at just three times earnings. The stock appreciated from approximately 203,000 won to over 2,000,000 won, capitalizing on the AI memory supercycle. Revolution Medicines, a pancreatic-cancer focused biotech company pitched by Wellington's Wen Shi, returned over 300% since its presentation, while Kyoto Financial Group, an unloved Japanese regional bank pitched by Converium's Aaron Stern, approximately doubled with a 96% gain.
The 2026 conference attracted prominent investment firms and managers. Participants included Oasis Management, Third Point LLC, Capstone, Waratah Capital, and Balance Capital Partners. A panel discussion featured experienced investors Andrew Bellas, Eduardo Marques, David Rosen, and Jonathan Lennon discussing fundamental investing principles. Balance Capital Partners' Tariq Barma pitched Perimeter Solutions as a recovery opportunity characterized as a "misunderstood winner."
A comprehensive 80-page conference report covering all pitches, detailed write-ups, price charts, and disclosures is available to Hedge Fund Alpha paid subscribers, providing institutional investors with detailed analysis of the investment theses presented.
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