Former Lone Pine PM Mala Gaonkar Presents ServiceNow Thesis At Sohn

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Michelle deBoer-Jones
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At the 2022 Sohn Investment Conference last week, hedge fund managers from some well-known hedge funds presented their best ideas. Mala Gaonkar, formerly of Loan Pine, presented her thesis for ServiceNow, a software company that has developed a cloud computing platform that helps companies manage their digital workflows. Introduction To SurgoCap She founded SurgoCap Partners and is preparing to launch it in January 2023. The fund invests in disruptive technology themes with a focus on enterprise data, financial services, healthcare and biopharmaceuticals, and industrials. See our full coverage of the conference here. Q1 2022 hedge fund letters, conferences and more…

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.