2024 SOHN Conference Stock Pitches
We were one of the media sponsors of the 2024 Sohn Investment Conference in New York City on April 3rd and we will be sharing our takeaways with our premium subscribers over the next few days.
StemPoint Capital, founded by Michelle Ross, specializes in a long-biased, biopharma-focused, long/short equity strategy. The firm employs a fundamental, science-driven research process aimed at capturing sector themes and specific disease indications. StemPoint invests in both large-cap biopharmaceutical companies and small/mid-cap biotechnology firms to provide comprehensive sector exposure.
Michelle Ross, the founder of StemPoint Capital LP, brings a wealth of experience from her roles as an Analyst at Soros Fund Management LLC (2006-2013) and as Vice President at PointState Capital LP. She holds a graduate degree from Columbia University in New York City and completed her undergraduate studies at Yeshiva University.
As of March 2024, StemPoint Capital advises four clients with discretionary assets under management (AUM) totaling $440.9 million. Their Q1 2024 13F filing disclosed $378.3 million in managed 13F securities, with a top 10 holdings concentration of 57.24%. StemPoint Capital's largest holding is Roivant Sciences Ltd, with 3,553,844 shares.
