A hot new hedge fund is making a big bet on Disney (DIS)

One of the hedge fund industry's hottest new funds is betting on Disney.
Samantha Greenberg's Margate Capital Management is investing in Walt Disney Company – even as many peers are shedding the stock.
Disney has tumbled over the past year, from about $115 a share to about $99 a share earlier on Monday.
That's largely because of investors' fears over sports network ESPN.
Greenberg presented her thesis at the Robin Hood Investors Conference in New York on Monday, her first pr