The 2016 London Value Investor Conference recently concluded and we've assembled notes from the event. Click the links below to go to a summary of each speaker's presentation:
Notes From 2016 London Value Investor Conference
- Howard Marks (Oaktree Capital) presentation
- Jean-Marie Eveillard (First Eagle) presentation
- James Montier (GMO) on emerging markets
- Jonathan Mills (Metropolis Capital): long Ryanair
- Philip Best and Marc Saint John Webb (Quaero Capital): 2 long ideas
- Nick Kirrage (Schroder Recovery Fund): long Royal Bank of Scotland
- Alex Wright (Fidelity Special Situations Fund): 2 long ideas
- Michael Keller (Brown Brothers Harriman): long Zoetis and long Perrigo
- Anne-Mette de Place Filippini (Burgundy Asset Management): long Cielo
- Alex Morozov (Morningstar Equity Research): long Elekta
- Dan Abrahams (Alfreton Capital): long Ocado
- Andrew Hollingworth (Holland Advisors): long Exor
- David Iben (Kopernik Global) presentation
- Francois Badelon (Admiral Gestion): long Easyjet
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