The London Value Investor Conference is a practitioners’ conference for Value Investors. Value Investing is a strategy developed by Benjamin Graham in the early Twentieth Century. Over the years, it has been widely adopted by investors who have achieved considerable success by following the approach, most notably Warren Buffett. Numerous academic studies have proven that a disciplined value-based approach to investing in securities outperforms the market over the long term. The strategy is rooted in research into behavioural investing, which explains why it can be challenging to implement psychologically (because it involves taking positions that are contrary to the received wisdom of the crowd) but can be highly rewarding financially when done correctly.
The first London Value Investor Conference took place in April 2012, bringing together well-known US investors such as Will Browne of Tweedy Browne, with European counterparts managing both large and small funds. Since then, the LVIC has grown into the largest gathering of Value Investors in Europe. The conference has attracted notable investors such as Peter Davies, Sir Chris Hohn, Michael Price, Howard Marks, Jean-Marie Eveillard, Anthony Bolton, Nick Train, Sir David Harding, Jonathan Ruffer, and many others.
The 2023 conference will feature talks from some of the world’s most renowned investors, as well as a platform for smaller, lesser-known firms to showcase their investment skill. Attendees will benefit from the valuable insights shared by the speakers on the strategies and methods that have led to their success, as well as commentary on the current investment climate and specific investment ideas.
One of the key highlights of the conference is the high percentage of asset owners in the audience, who invest in funds. This provides a unique opportunity for fund managers to engage with and pitch their products to a relevant and engaged audience.
In addition to the keynote speeches, the conference will also host the Fund Manager Lifetime Achievement and Capital Allocator Awards. These awards bring together well-known CEOs who will discuss the importance of capital allocation discipline, while notable authors and practitioners such as Robert Hagstrom and Will Thorndike have interviewed CEOs including Sir Martin Sorrell, Tim Martin and at the 2023 event, Henry Engelhardt of Admiral Group.
The people in that room were a more powerful cadre of the powerhouse of investment than has been gathered for a very long time.
We’ve been running the London Value Investor Conference since 2012. You can take a look at all previous agendas, speakers and sponsors