Every Sohn pitch. Marked daily. Scored honestly.

The Sohn Investment Conference is the hedge-fund world's biggest annual pitch stage — fund managers stand up in Lincoln Center and nominate their highest-conviction ideas. We run every pitch through the standard portfolio engine (v5.4 SPY-as-cash, $100K per speaker, conviction-tier sizing) and mark to market daily. Each year gets a 1-year retrospective once the window closes; the current year is live.

Speakers who doubled down

Pitched the same ticker in multiple years. The right way to read a conviction signal: not just “they said it once,” but “they said it twice, after the first year played out.”