Rough notes of Angela Aldrich, the Managing Partner and Portfolio Manager of Bayberry Capital, from the 2019 Sohn Investment Conference which took place on the 6th of May. See our full coverage of the 2019 Sohn Investment Conference here. Q1 hedge fund letters, conference, scoops etc Angela Aldrich (Bayberry Capital Partners LP) Short: Treasury Wine Estates (TWE-AU) Angela is the Founder, Managing Partner, and Portfolio Manager at Bayberry Capital, an investment firm based in New York, NY. Bayberry is a long / short equity firm that invests globally through a fundamental primary-research driven process. The firm employs the same research…
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