Updates

Where we are speaking and writing.

Upcoming

• Sohn San Francisco13 October 2026 Cullen Rose presents at the Sohn San Francisco Investment Conference Hyatt Regency San Francisco, 8:30 AM–6:00 PM PST. The conference raises funds for organizations expanding educational and career opportunities for Bay Area youth.

Previously

• Fundamental EdgeJune 2026 AI is bringing back the lean hedge fund Raj Shah joins Brett Caughran and Khe Hy on Invest With AI to discuss how a small team can run resourced like a firm many times its size. Watch →
• Monetary MattersSeptember 2025 Concentrated investing in change, crisis, and controversy A conversation on running a concentrated book, and on finding opportunity in businesses working through change, crisis, or controversy. Watch →
• SumZeroSeptember 2023 Our approach, and a look at EVLV and JBI An interview on how the firm generates and researches ideas, followed by a walk through two positions. Watch →
• Sunday’s Idea BrunchJuly 2022 Idea Brunch with Raj Shah A written interview with Edwin Dorsey on the firm’s origins, how it researches ideas, and where it was finding opportunity at the time. Read →