Announcing Finalists in the Ex-US Contest

By: SumZero Staff | Published: December 18, 2017 | Be the First to Comment

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We recently concluded SumZero's first dedicated Ex-US research contest. The focus was on companies with headquarters outside of the US or with 50%+ in derived revenue outside the US.

Nearly 90 ideas were submitted. Entries were independently evaluated by a panel of 30 global fund professionals and asset allocators. We would like to thank all the contestants for their excellent work, as well as the Judges Panel.

If you missed the Ex-US contest, or are focused on US stocks, we recently opened a Top Stocks for 2018 Contest. The contest is sponsored by the Sohn Foundation and Canalyst, and Winners and Runners-Up will be featured in our Top Stocks of 2018 PDF. The Top Stocks of 2017 PDF was downloaded 60,000+ times by institutional investors and allocators across the globe.

Winners

Asia/Aus/Oceania


Long on TENCENT HOLDINGS LTD (TCEHY:US)


John Huber (Saber Capital Management, LLC)


EMEA


Long on ACCOR SA (AC:FP)


Emil Eriksson (The Blackstone Group - PE)


Americas


Long on CRESUD SA (CRESY:US)


Roger Farley (Ronin Capital)


Finalists (Unordered)

Asia/Aus/Oceania


Short on CHINA RAPID FINANCE LTD (XRF:US)


Jian Chen (Tangram Capital)


Short BAJAJ AUTO LTD (BJAUT:IN)


Pulkit Agarwal (Fmr. at Soros Fund Management)


EMEA


Short on ZURICH INSURANCE GROUP AG (ZURN:SW)


Lloyd Tomlin (Hudson Bay Capital)


Long on MERLIN ENTERTAINMENTS PLC (MERL:LN)


Oliver Mihaljevic (Fmr. at The Manual of Ideas)




Americas


Long on APHRIA INC (APH:CN)


Damitha Pathmalal (GTV Capital)


Long on AIMIA INC (AIM:CN)


Rich Tosi (Wampanoag Capital LLC)


Runners-Up (Unordered)

Asia/Aus/Oceania


Long on NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC (EDU:US)


Paul Hyung (RubinHaney Capital Management)


Long on MAKEMYTRIP LTD (MMYT:US)


Ben Weiss (Fmr. at MAST Capital Mgmt)


Long on ESCRIT INC (2196:JP


Dan Rasmussen (Verdad Fund Advisers)


Long on A ONE SEIMITSU INC (6156:JP)


Leo Roubicek (Pelargos Capital)


Long on AJ NETWORKS CO LTD (095570:KS)


Kevin Kim (Petra Capital Management)


Long on ZHOU HEI YA INTERNATIONAL HOLDINGS CO LTD (1458:HK)


Kincade Webster (Berens Capital Management)


Long on WONDERFUL SKY FINANCIAL GROUP HOLDINGS LTD (1260:HK)


Lucien Cheung (Castik Capital Partners)


EMEA


Short on NEXT PLC (NXT:LN


Alexander Levy (Fmr. at Arbiter Partners)


Americas


Long on LINAMAR CORP (LNR:CN)


Joseph Frankenfield (Saga Partners)


Long on GAFISA SA (GFA:US)


Tomas Awad (3R Investimentos)


View All Ideas in the Ex-US Challenge



Our sincere congratulations, once again, to the Winners/Finalists/Runners-Up.

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