Value Invest

3rd London Value Investor Conference, 22 May 2014


2014 conference overview video


Photos from London Value Investor Conference 2014



Moderator: David Shapiro



Thursday, 22nd May 2014
07.30-08.30 Registration
08.30-08.40 Opening RemarksSimon Denison-Smith, Metropolis Capital
08.40-09.20 Mason Hawkins, Southeastern Asset Management – The Peter Cundill Foundation Address: February 2009 Revisited; The Importance of Terrific Partners
09.20-10.00 Aled Smith, M&G InvestmentsPoka-yoke
10.00-10.40 Tim Hartch, Brown Brothers HarrimanBusiness Ownership – Investing with a Multi Year Time Horizon
10.40-11.10 Coffee and networking break
11.10-11.50 Mason Morfit, ValueAct CapitalShareholders in the Boardroom: Investing the ValueAct Way
11.50-12.30 Andrew Cormie, Eastspring InvestmentsValue in Asia – Can We Quantify the Current Opportunity?
12.30-13.10 David Samra, Artisan PartnersPoints of Leverage
13.10-14.10 Lunch
14.10-14.50 Richard Rooney, Burgundy Asset ManagementConfessions of a Buffetteer
14.50-15.10 Philip Best & Marc Saint John Webb, Argos Investment ManagersInvesting under the Radar Screen in Europe
15.10-15.30 Jonathan Mills, Metropolis CapitalOwner Occupied
15.30-15.50 Andrew Hollingworth, Holland AdvisorsHow to get a Djokovic back-hand…and the search for Lollapalooza
15.50-16.10 Charles Heenan, KennoxThe Joys of Pessimism
16.10-16.40 Tea and networking break
16.40-17.20 Jon Moulton, Better CapitalInvesting Blunders
17.20-17.30 Robert Walther & Clare Junak, School AidThe Importance of Education in Africa
17.30-18.30 Don Yacktman, Yacktman Asset ManagementViewing Stocks as Bonds
18.30-19.30 The Peter Cundill Foundation Reception



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  • “It’s very much the Rolls-Royce of the investor conference market”
    Paul Scott, Stockopedia
  • “Very good event with excellent quality of speakers. Well done!”
    Andrew Hardy, Momentum GIM
  • “Please make this an annual event, thought it was brilliant, learnt lots and the topics were well diversified. Very interesting day. Thank you”
    Mary Allen, Rothschild
  • “Very well organised and it was a treat for investors like us to hear some great speakers”
    Roli Saxena, Drona Capital
  • “A fantastic conference with lots of superb speakers and interesting discussions- well done!”
    Paul McNulty, Setanta Asset Management
  • “Great conference overall. Hard to complain – good job”
    Travis Moss, JP Morgan