Value Invest London

Posts From Editor

    Nick Train

Nick Train

Nick Train – Lindsell Train Book Value Nick Train co-founded Lindsell Train Limited in 2000. He is the portfolio manager for UK equity portfolios and jointly manages Global portfolios. Nick has

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    Paul Korngiebel

Paul Korngiebel

Paul Korngiebel – Boston Partners Momentum Investing for Value Investors: The Long and Short of It Mr. Korngiebel is a portfolio manager on all Boston Partners Emerging Markets strategies, including

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    Nick Kirrage

Nick Kirrage

Nick Kirrage – Schroders Specialist value investor Nick Kirrage is co-head of the Global Value team at Schroders, who manage over £12bn of clients’ assets. Along with co-manager Kevin Murphy he

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Mick Dillon

  Mick Dillon

Mick Dillon – Brown Advisory Mick Dillon is a Partner of Brown Advisory and a portfolio manager of the Global

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Dan O’Keefe

  Dan O’Keefe

Dan O’Keefe – Artisan Partners Artisan Global Value Daniel J. O’Keefe is a managing director of Artisan Partners and founding

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Albert Yong

  Albert Yong

Albert Yong – Petra Capital Management Albert H. Yong is a Managing Partner and the CIO of Petra Capital Management.

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Andrew Brenton

  Andrew Brenton

Andrew Brenton – Turtle Creek Asset Management Andrew Brenton is the CEO and a co-founder of Turtle Creek. Previously, Mr.

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Edward Blain

  Edward Blain

Edward Blain – Orbis Edward joined Orbis in 2010. Based in London, he is a member of the Europe investment

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Thomas Beevers

  Thomas Beevers

Tom Beevers – StockViews Tom Beevers is the CEO & Co-founder of StockViews. He was previously a fund manger at

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  • “It’s very much the Rolls-Royce of the investor conference market”
    Paul Scott, Stockopedia
  • “The people in that room were a more powerful cadre of the powerhouse of investment than has been gathered for a very long time”
    Jonathan Ruffer, Ruffer LLP
  • “It’s kind of like Glastonbury isn’t it, for the Value Investing community”
    Nick Train, Lindsell Train
  • “What I like about it is that it is a practitioners conference and it’s an opportunity to come and hear from your peers about the work that they are doing and how they see value investing”
    Hassan Elmasry, Independent Franchise Partners
  • “I think people really look forward to it and enjoy it. There’s a good bunch of people here who have travelled a reasonable way – the speaker after me was from Hong Kong and there’s a big Canadian crew and a big US crew – people come from around the world to see this”
    Nate Dalton, Affiliated Managers Group
  • “If somebody’s already been through that process of seeing what the conference is about and then is willing to pay their money for the effort of coming here, that’s a great filtering process.”
    Gary Channon, Phoenix Asset Management
  • “The conference has become a part of the furniture of the London scene. You can discover that is what lies inside you – that you are innately a value investor.”
    Richard Oldfield, Oldfield Partners
  • “I do speak at a fair number of conferences to investor bases, this one is really quite a good list – some very, very good investors present and some very interesting speakers”
    Jon Moulton, Better Capital
  • “Definitely worth it and I know a number of people who have ‘ummed and arred’ about coming along and I’m sure that they will be regretting that they didn’t come today – and it’s only going to get better as far as I can see”
    Tim Green, Private Investor
  • “Having sat through the whole day as I wanted to come and hear all of the speakers – I’ve been really impressed by the quality”
    Anthony Bolton, Fidelity
  • “I’ve got a bunch of business cards to add to my collection and some folks I’ve been looking forward to meeting, plus some firms I didn’t even know existed but sound really interesting and I’m looking forward to building on that relationship base”
    Mason Morfit, ValueAct Capital
  • “You couldn’t find that anywhere else really, where you’re speaking to the principals who have been voted on to the Board [of Microsoft] to effect change”
    David Shapiro, Willis Towers Watson
  • “What I was impressed with is, because the subject is very similar, value investing, they found a variety of ways of attacking the same subject. I was also very impressed, having done this in another location, of seeing them stay on target time-wise so that it moves along at a great pace and I think the audience is greatly rewarded by that discipline”
    Don Yacktman, Yacktman Asset Management
  • “Very well organised and it was a treat for investors like us to hear some great speakers”
    Roli Saxena, Drona Capital
  • “I came last year and I liked it so much that I have been looking forward to today ever since”
    Dominique Levy, Sonian Capital
  • “We’e got a very sophisticated audience who are used to value investing – I think this is a good audience”
    David Samra, Artisan Partners
  • “The profile of the speakers is one of the main reasons that I came”
    Niels Borgen, Private Investor
  • “When you look at the ideas speakers have put forward in previous years and how they have performed over the last few years, they’ve done very well – if that performance continues it would be quite remarkable. It does show that you can pick up some good ideas at a conference of this sort”
    Jonathan Mills, Metropolis Capital
  • “I came last year as well and I thought that it was the most outstanding event that I have been to”
    Leon Boros, Equity Strategies