Jeff Vinik’s Pitch from 2019 Invest For Kids Conference: Long These Two Stocks

Full notes of Jeff Vinik’s, Chairman, CIO and Chief Executive Officer of the Vinik Asset Management, presentation from the 2019 Invest For Kids conference. Stay tuned for more from Invest For Kids in depth 10th Anniversary Conference which took place on October 30, 2019 in Chicago. See our full coverage here. Q3 2019 hedge fund letters, conferences and more The demise of the active stock picker. He had trouble trying to raise capital for a new L/S fund. The HF industry, due to poor performance, allocators didn’t want to put capital back into the space. Raised about 500m. Beat 95%…