David Shapiro

David Shapiro

David Shapiro, Senior Investment Consultant – Manager Research at Towers Watson –  click here to see an interview. David joined Towers Watson in early 2012. He is a senior equity researcher in London and acts as the Head of the Global…

 Ian Jacobs

Ian Jacobs

Ian Jacobs – 402 Fund LP Ian Jacobs is the manager of the 402 Fund LP, a long-term, value-oriented investment partnership based in Omaha, Nebraska. Prior to founding the partnership in 2009, he was employed by Berkshire Hathaway Inc., where he worked…

 Martin Van Blerk

Martin Van Blerk

Martin Van Blerk – BAOBAB Martin is the co-founder and portfolio manager of Cherubim and Baobab. Martin managed Baobab and its predecessor since 1997 and also provided investment services to Hamblin Watsa Investment Council Ltd until 31 Dec 2009

 Daniel J. O’Keefe

Daniel J. O’Keefe

Daniel J. O’Keefe – Artisan Partners Daniel is a managing director of Artisan Partners and lead portfolio manager for the firm’s $6billion of assets in its Global and Non-U.S. Value portfolios. Prior to joining Artisan Partners, Mr. O’Keefe was an analyst in…

 William H. Browne

William H. Browne

William H. Browne – Tweedy, Browne Company LLC William Browne has been with Tweedy, Browne Company LLC, since 1978. Among his senior roles in the business, he is Chairman of the Board of Directors of Tweedy, Browne Value Funds SICAV. Founded in…

 Scott Cobb

Scott Cobb

Scott Cobb –   Southeastern Asset Management. Scott Cobb is a Senior Analyst and Principal at Southeastern Asset and is a Portfolio Manager for the Longleaf Partners International Fund. Scott has been at Southeastern since 2006 and leads European investment research…

 Gary Channon

Gary Channon

Gary Channon – Phoenix Asset Management Gary Channon is the Chief Investment Officer of Phoenix Asset Management Partners, the firm he co-founded in 1998. Since inception in May 1998, the Phoenix UK Fund has returned gross performance of 476% (versus the…

 Kevin Murphy and Nick Kirrage

Kevin Murphy and Nick Kirrage

Kevin Murphy and Nick Kirrage – Schroders  – click here to see an interview. Kevin Murphy and Nick Kirrage started at Schroders in 2000 and 2001 respectively. Initially Pan-European analysts, they were given co-management of the Schroder Recovery Fund in…

 Simon Denison-Smith

Simon Denison-Smith

Simon Denison-Smith – Metropolis Capital Simon is one of the two founders of the SF Metropolis Valuefund, a focused portfolio of global equities, applying value disciplines which draw extensively from the founders’ experience of private company buy-outs. Simon has been a…

 Michael van Biema

Michael van Biema

Michael van Biema –  van Biema Value Partners LLC Michael van Biema is the founder and managing principal of van Biema Value Partners, LLC, which was established in 2004. Michael was a faculty member of Columbia Business School from 1992 to 2004,…