Sydney's most illustrious hedge funds – Caledonia, Regal and VGI Partners – have topped the charts with the best-performing stock picks at the 2017 Sohn Hearts and Minds charity conference.
GrubHub and Appen, technology stocks that Caledonia's Mike Mesarra and Regal's Phil King selected as long ideas, have more than doubled since November 16, 2017. Pandora, the Copenhagen-listed jewellery retailer, which VGI Partner's Rob Luciano picked as a short, has more than halved in that time.
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Jonathan Shapiro writes about banking and finance, specialising in hedge funds, corporate debt, private equity and investment banking. He is based in Sydney. Connect with Jonathan on Twitter. Email Jonathan at jonathan.shapiro@afr.com
