AI supply chain, Gen Z spending among hedge fund picks at Sohn Hong Kong

• AI infrastructure plays include CoreWeave (expected revenue growth from $1B in early 2024 to $55B by 2028), Taiwan's Compeq Manufacturing (PCB maker facing supply shortages, trading below 15x valuation), and Japan's Kandenko (positioned for AI data center construction boom)
• Gen Z consumer trends driving interest in Thai pet food maker i-Tail Corp, as Gen Z spends over $6,000 annually on pets (2.5x more than baby boomers), and South Korea sold more pet strollers than baby strollers last year
• South Korean instant noodle maker Samyang Foods seen benefiting from rapid international sales growth in Europe and U.S., along with margin expansion appealing to younger consumers

Hedge Funds Target AI Supply Chain and Gen Z Consumer Trends at Sohn Hong Kong

At the annual Sohn Investment Conference in Hong Kong this week, hedge fund managers unveiled investment picks spanning AI infrastructure and Gen Z-driven consumer sectors, seeking to capitalize on the ongoing semiconductor rally boosting Asian equity markets.

AI and Tech Infrastructure Focus

CoreWeave, a U.S. AI data center provider utilizing Nvidia chips, emerged as a top pick from Valliance Asset Management. The Hong Kong-based fund projects CoreWeave's annualized revenue will surge to $55 billion by 2028, up from $1 billion in early 2024.

CloudAlpha Capital highlighted Compeq Manufacturing, Taiwan's leading printed circuit board (PCB) maker, noting severe PCB shortages across semiconductor supply chains. The Apple supplier trades at under 15 times valuation despite capacity expansion, with potential bottlenecks expected at TSMC within one to three years.

Keyrock Capital Management favored Japan's Kandenko, an electrical engineering firm positioned as a "structural winner" in the AI data center construction boom.

Gen Z Consumer Plays

Griet Capital recommended Thai pet food maker i-Tail Corp, citing shifting pet ownership attitudes. In South Korea, pet strollers outsold baby strollers last year, with Gen Z spending over $6,000 annually on pets—2.5 times more than baby boomers.

Kaleido Capital Partners picked Samyang Foods, a South Korean instant noodle maker, benefiting from rapid international sales growth in Europe and the U.S., alongside margin expansion.

The conference reflects hedge fund strategies targeting both the AI technology boom and evolving consumption patterns among younger demographics, particularly in Asian markets outperforming Western counterparts.