A bunch of star inventory pickers shared their greatest concepts on the prestigous 2025 Sohn Funding Convention in New York on Wednesday. The annual convention goals to lift funds for the Sohn Convention Basis to contribute to medical analysis and is likely one of the most high-profile gatherings on Wall Avenue. Among the many prime conviction picks supplied this yr by a variety of seasoned funding professionals talking earlier than a rapt viewers had been: Sea Ltd. John Yetimoglu, chief funding officer at Infinitum Companions, noticed large development forward for Sea Ltd. , a tech conglomerate headquartered in Singapore, which he known as the Amazon of Southeast Asia. “Sea is the spine of the Southeast Asian economic system,” Yetimoglu advised the convention. “When you concentrate on these nations like Indonesia, Malaysia, Vietnam, Thailand, Philippines, shopper demographics in these areas are a few of the most tasty finish markets on the planet. [The] center class is younger with rising incomes, and e-commerce is in early phases of penetration.” The investor mentioned e-commerce market Shopee, a subsidiary of Sea, controls a 55% market share in Southeast Asia. The agency has a “logistics benefit,” which interprets into decrease prices for retailers, and Yetimoglu expects Shopee to proceed to beat analyst estimates and lift its future earnings forecasts and see bettering unit economics over time. Sea’s Garena enterprise, a big gaming platform with 600 million customers that has accelerated person and bookings development, is one other catalyst for the inventory, Yetimoglu mentioned. Sea’s share worth is up 54% up to now in 2025. . Wex Funds firm Wex is buying and selling far under its intrinsic worth and has the potential to greater than double within the subsequent three to 5 years, based on Impactive Capital co-founder and managing companion Lauren Taylor Wolfe. Wex is a class chief in three area of interest segments — mobility, company funds and advantages — however continues to be buying and selling at its lowest a number of within the firm’s historical past and half that of friends, Wolfe mentioned. Impactive, which owns about 7% of Wex, sought board illustration and voted towards three incumbent board members earlier this month. “We are able to drive super upside on simply at this time’s valuation … Wex would not should be reinvented, it must be realigned,” Wolfe mentioned, including that the chance lies in resolving Wex’s points with “complacency, complexity and lack of alignment.” One development alternative for Wex is in its excessive margin enterprise managing Versatile Spending Accounts and Well being Financial savings Accounts, Wolfe mentioned. Wex shares have dropped practically 22% this yr. Adobe William Heard, CEO and CIO at Heard Capital, gave his pitch on Adobe , which he mentioned is within the forefront of the substitute intelligence increase. “Adobe’s complete addressable markets should not totally penetrated. We consider Adobe is well-positioned to win the [generative] AI arms race,” he mentioned. Heard mentioned buyers are inclined to misunderstand Adobe’s deliberate strategy to AI monetization as its inventive workflow interprets uncooked AI materials into aggressive intelectual property. He believes that Adobe’s development is at an inflection level with most of its merchandise lower than a yr outdated. Adobe shares have fallen roughly 10% this yr. Nationwide Imaginative and prescient Holdings Jonathan Lennon, founder and CIO of PLP Funds, shared why he believes Nationwide Imaginative and prescient , an eyeglass retailer within the U.S., may very well be a “rocket ship.” The investor mentioned a sooner substitute cycle in eyewear is driving an trade turning level, as evidenced now in transaction volumes. In the meantime, the corporate’s new administration is driving managed care monetization, he famous. Lennon mentioned PLP Funds is more and more assured within the inventory and has quietly change into one in all its largest shareholders within the inventory. “We expect this factor is usually a complete rocket ship. Be a part of us,” Lennon mentioned. Shares of Nationwide Imaginative and prescient have soared practically 79% yr to this point in 2025. Teva, World Funds Teva and World Funds are two standout gamers with revenue development forward, based on Glenview Capital Administration CEO Larry Robbins. Each names have very low 2026 price-to-earnings multiples in comparison with different S & P 500 firms, he mentioned. Robbins mentioned that Teva has best-in-category efficacy in Part 2 ulcerative colitis and Crohn’s illness therapies and has a multi-billion greenback alternative in its biosimilars pipeline. The corporate can also be able to act as an “offensive allocator of capital” having paid again debt and deleveraged its steadiness sheet, he mentioned. World Funds, in the meantime, might see significant upside as the corporate achieves scale, cross-selling alternatives and larger steadiness in working with e-commerce and small companies, based on Robbins. The investor disputed a widely-held perception that World Funds’ settlement in April to purchase rival Worldpay in April was a nasty transfer. “We see significant upside to GPN shares,” Robbins mentioned, including that he expects the corporate to see high-single-digit income development and excessive teenagers enlargement in earnings per share. World Funds shares are down greater than 25% this yr, whereas Teva is down about 23%. Blue Owl Capital Creation World Alternatives managing director Mohammed Anjarwala highlighted Blue Owl Capital , another funding asset administration firm, as his prime concept. “Keep in mind, it is a enterprise that is actually, actually resilient,” Anjarwala advised the Sohn viewers. “We expect the outcomes listed here are asymmetrically engaging.” Anjarwala mentioned Blue Owl affords a diversified income stream for buyers, regular dividends, and a powerful alternative in increasing its choices to retail buyers. Solely 3% of retail buyers are allotted in alternate options versus 20% of institutional buyers, creating potential for giant future inflows, he mentioned. Anjarwala projected Blue Owl’s earnings per share will double by 2028, fueled principally asset development, notably by means of a personal wealth enterprise. Shares of Blue Owl, which yields 4.5%, are down about 14% this yr. Mirion Applied sciences Radiation detection merchandise maker Mirion Applied sciences is a recession-proof inventory, based on Bornite Capital founder and CIO Dan Dreyfus. In keeping with Dreyfus, 70% of Mirion’s revenues are recurring and predictable, making it a hedge towards broader uncertainty tied to the fortunes of the economic system. The Atlanta-based firm additionally has a big footprint and sells to 95% of all nuclear reactor operators globally. “This can be a compounding engine … it is one in all these purchase and by no means promote” shares, Dreyfus mentioned, highlighting a “multi-decade development profile and its resiliency.” “Over time, Mirion’s obtained what it takes to present Vertiv a run for it is cash,” he added. Vertiv offers crucial digital infrastructure, reminiscent of energy administration merchandise, for information facilities and different networks. Shares of Mirion have jumped 28% over the previous month. Consolation Techniques Ryan Packard, managing companion and CIO at Hiddenite Capital Companions, unveiled his concept: Consolation Techniques , the second largest employer of development contractors in the US. The investor mentioned 85% of Consolation’s 19,000 robust labor drive goes to a job web site on daily basis to assemble a few of the most complicated and important services that make up the spine of the nation. Packard believes Consolation Techniques can develop its earnings per share at roughly 25% a yr for the foreseeable future. He sees the inventory doubling within the subsequent three years. “Long run, FIX has an 18 yr historical past of 25% complete shareholder return pay group, and we see a 5 yr outlook at comparable charge of compound, “Packard mentioned. “Quick time period, FIX is within the candy spot of structural tailwinds from on shoring and AI development that may persist seemingly nicely past market expectations.” Consolation Techniques shares have gained 10% this yr.