Django Davidson – Hosking Partners Django Davidson is a Portfolio Manager and a Founding Partner of Hosking Partners. After leaving the University of Oxford, where he studied Geography, Django joined Deutsche Bank, becoming a Director aged 27. At Deutsche, one of…
Charles Heenan – Kennox Asset Management Charles co-manages the Kennox Strategic Value Fund with Geoff Legg. He has 25 years’ experience in global stock markets. Charles began his career with Brockhouse & Cooper in Montreal, Canada, becoming a CFA charter holder…
Kevin Murphy – Schroders Kevin Murphy is co-head of the Global Value team at Schroders, who manage over £9bn of clients’ assets. He is a specialist value investor in UK equities, and along with Nick Kirrage, manages the Schroder UK Income,…
Filip Weintraub – Skagen Funds Filip Weintraub is the Lead Portfolio Manager for the global equity fund SKAGEN Focus. He achieved tremendous success at SKAGEN as the Lead Portfolio Manager for the SKAGEN Global fund from 2001 to 2010. In 2010…
Rhys Summerton – Milkwood Capital Rhys Summerton has 17 years of investment industry experience and was previously the Global Head of Emerging Markets research at Citi. In this role, Rhys provided ideas to some of the world’s most well-known value…
Jonathan Boyar – Boyar Value Group Jonathan is currently a principal at Boyar Asset Management, a New York value-based money management firm that was established in 1983 and currently manages approximately $200 million dollars. In addition, Mr. Boyar is President of…
Richard Oldfield – Oldfield Partners (Moderator) Richard Oldfield is Executive Chairman of Oldfield Partners, which he founded in 2005, after 9 years as Chief Executive of a family investment office. Prior to this, he was director of Mercury Asset Management plc, which he…
Michael Keller – Brown Brothers Harriman Michael Keller has been a co-manager of BBH Core Select since June 2008 and also serves as an analyst covering technology and business services. Michael joined BBH in 2005 and became a Partner of the firm in…
Anthony Bolton – Fidelity (Moderator) From December 1979 until end of 2007, Anthony Bolton ran the Fidelity Special Situations Fund. Over this 28 year period the fund achieved a remarkable annualised return of 19.5%, outperforming the market by 6% per…
David Shapiro – Sustainable Growth Advisers (Moderator) David is a Client Portfolio Manager at Sustainable Growth Advisers and has been a Moderator of both the London and New York Conferences since they began in 2012 and 2018 respectively. Previously, he was the…