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Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction.
From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp’s Director of Research. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder. Mr. Marks is an Emeritus Trustee and member of the Investment Committee at the Metropolitan Museum of Art. He is a member of the Investment Committee of the Royal Drawing School and is Professor of Practice at King’s Business School (both in London). He serves on the Shanghai International Financial Advisory Council and the Advisory Board of Duke Kunshan University. He is an Emeritus Trustee of the University of Pennsylvania, where from 2000 to 2010 he chaired the Investment Board.
David Einhorn is president of Greenlight Capital, Inc., which he co-founded in January 1996. Prior to founding Greenlight, David worked at Donaldson, Lufkin & Jenrette (DLJ) and Siegler, Collery & Co. David is Chairman of the Boards of Greenlight Capital Re, Ltd. (NASDAQ:GLRE) and Green Brick Partners, Inc. (NASDAQ:GRBK).
He is the author of Fooling Some of the People All of the Time: A Long Short Story. David graduated summa cum laude from Cornell University.
Chris is the Managing Partner and Portfolio manager of the London based hedge fund, The Children’s Investment Fund (TCI).
Before setting up TCI, he managed investment strategies for other hedge funds for almost a decade.
Chris received an MBA from Harvard Business School and a BSc in accounting and economics from Southampton University. He was knighted in 2014 for services to philanthropy.
Richard Oldfield founded Oldfield Partners LLP in 2005, after 9 years as chief executive of a family investment office. Before this, he was director of Mercury Asset Management plc, which he joined in 1977.
He was Chairman of the Oxford University investment committee and the first chairman of Oxford University Endowment Management Ltd from 2007-2014.
He is now chairman of Shepherd Neame Ltd, and trustee of a number of charities. The second edition of his book “Simple But Not Easy”, a “slightly autobiographical and heavily biased” book about investing, was published by Harriman House in December 2021.
William is the founder of Smead Capital Management, where he oversees all activities of the firm. As Chief Investment Officer he is responsible for all investment and portfolio decisions and reviewing the implementation of those decisions.
Prior to starting SCM he was Portfolio Manager of the Smead Investment Group of Wachovia Securities. He has over thirty years of experience in the investment industry.
Mr. Greenblatt serves as Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985. For over two decades, Mr. Greenblatt has been a professor on the adjunct faculty at Columbia Business School teaching “Value and Special Situation Investing.”
Mr. Greenblatt is a director of Pzena Investment Management, Inc., a global investment management firm. He formerly served on the Investment Boards of the University of Pennsylvania and the UJA Federation. Mr. Greenblatt is the author of You Can Be A Stock Market Genius (Simon & Schuster, 1997), The Little Book that Beats the Market (Wiley, 2005), The Little Book that Still Beats the Market (Wiley, 2010), The Big Secret for the Small Investor (Random House, 2011), and Common Sense – The Investor’s Guide to Equality, Opportunity, and Growth (Columbia University Press, 2020). He was formerly the Chairman of the Board of Alliant Techsystems, a NYSE-listed aerospace and defense contractor. He holds a BS (1979), and an MBA (1980) from the Wharton School of the University of Pennsylvania.
Mr. Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors and a partner of the firm. He joined GMO in 1992 following the completion of his bachelor’s degree in Economics from Yale University.
In his years at GMO, Mr. Inker has served as an analyst for the Quantitative Equity and Asset Allocation teams, as a portfolio manager of several equity and asset allocation portfolios, as co-head of International Quantitative Equities, and as CIO of Quantitative Developed Equities. He is a CFA charterholder.
Henry Engelhardt is a founder and CEO emeritus of Admiral Group plc. Henry was CEO from Admiral’s formation in 1991 until his semi-retirement in 2016. Admiral is the largest private car insurer in the UK, also offering home insurance and loans amongst other products. Admiral is headquartered in Cardiff and is Wales’ only FTSE 100 company.
Admiral is known for market-leading results and for its award-winning culture. (Admiral is the only company to be listed in the Sunday Times Best Companies To Work For list every year it’s been compiled.) Admiral is guided by Henry’s simple philosophies like: ‘if people like what they do, they’ll do it better’, which has helped turn culture-energy into big profits.
Henry is semi-retired, spending his time working as mentor, teacher and recruiter within Admiral. He also does management lectures for companies and MBA programmes. His book on management, Be A Better Boss, will be published in June.
Henry has almost 50 years working experience, starting with Poochies at age 13. He earned a BA in journalism and radio-tv-film from the University of Michigan, Ann Arbor, Mi. and an MBA from Insead. Henry was awarded a CBE in 2008 and is a three-time winner of the Sunday Times Best Companies To Work For Best Leader award. He is happily married with four adult children and lives in Cardiff, Wales.
Henry’s book, Be A Better Boss, written to help leaders and managers in any organisation, is expected to be published in June.
Alex Roepers is the Chief Investment Officer of Atlantic Investment Management, a global equity value-investing firm he founded in 1988. Mr. Roepers applies a differentiated constructive shareholder activist (CSA) investment approach to unlock incremental value in high-quality, undervalued companies in the consumer, industrials, and businesses services sectors.
Atlantic’s highly experienced investment team has successfully influenced change at many leading companies over the past 30+ years in the U.S., Europe, and Japan. Mr. Roepers began his investing career in the operations and corporate development departments at multi-billion-dollar conglomerates Thyssen-Bornemisza Group (1984-88) and Dover Corporation (1980-82). Mr. Roepers has an MBA from Harvard Business School (1984) and a Bachelor of Business Administration from Nijenrode University, which is the Netherlands School of Business (1980).
Peter joined Lansdowne Partners in June 2001 and is head of the Developed Markets Strategy. Prior to joining Lansdowne, Peter was a Director at Merrill Lynch Investment Managers (MLIM, previously Mercury Asset Management). Peter joined MLIM in 1993.
Peter is a former governor of the Wellcome Trust and co-founded Oxford Sciences Enterprises (OSE), a company that invests in, develops and advises spin-out companies established to commercialise intellectual property developed by Oxford University. Funds in the Lansdowne Developed Markets Strategy hold shares in OSE. Peter is non-executive director of Nattergal Limited, an investment held by Lansdowne Developed Markets Opportunities Fund. Peter Davies is also senior author of the published article ‘Sports balls as potential SARS-CoV-2 transmission vectors’ in the Public health practice (PubMed, nih.gov).
Peter has a first class honours degree in Philosophy, Politics and Economics from Oxford University.Hosking Partners has c$5.5bn AUM of institutional AUM.
Daniel J. O’Keefe is a managing director of Artisan Partners and founding partner of the Artisan Partners Global Value Team. He is lead portfolio manager of the Artisan Global Value Strategy, which he has managed since its inception in July 2007. Mr. O’Keefe also was co-portfolio manager for the Non-U.S. Value strategy from October 2006 through September 2018.
Prior to becoming portfolio manager in 2006, Mr. O’Keefe was a research analyst for the Artisan Non-U.S. Value strategy. During this time, the team was nominated six times for fund management (in 2008, consecutively from 2011-2014, and again in 2016) for Morningstar, Inc.’s International-
Stock Fund Manager of the Year award in the US and won the award in 2008 (Non-U.S Value) and in 2013 (Global Value and Non-U.S. Value). Prior to joining Artisan Partners in May 2002, Mr. O’Keefe was an analyst in international equities at Harris Associates LP from July 1997 through May 2002. Preceding his days at Harris Associates, he was an associate in mergers and acquisitions at BancAmerica Securities, and was an analyst with Morningstar, Inc.
David Iben is the Chief Investment Officer of Kopernik Global Investors and is the sole Portfolio Manager of the Kopernik Global All-Cap strategy, Lead Portfolio Manager of the Kopernik Global Unconstrained strategy, Co-Portfolio Manager of the Kopernik Global Long-Term Opportunities strategy and Co-Portfolio Manager of the Kopernik International strategies.
He is the Managing Member, Founder, and Chairman of the Board of Governors of Kopernik Global Investors. Prior to Kopernik, Dave managed the $2.7 billion Global Value Long/Short Equity portfolio (July 2012 through March 2013) at Vinik Asset Management, where he was a director and head of the Global Value team.
Prior to this, Dave was lead portfolio manager, co-founder, chief investment officer, copresident and lead portfolio manager of Tradewinds Global Investors, LLC, a $38 billion (at February 2012) investment firm. He continually managed equity portfolios for Tradewinds (inclusive of its two predecessor firms) from October 1998 through February 2012. He was the portfolio manager for the firm’s Global All-Cap strategy, North American All-Cap strategy, and Global Long/Short strategy, directly managing more than $20 billion assets at the time of his departure. As CIO, Dave directed Tradewinds’ investment activities, including portfolio management, research, trading and risk management. His long- term performance has led to recognition by nationally known publications such as Bloomberg and Morningstar, and to several awards by Lipper and others for top performance in global equity fund management.
From 1996 through 1998 Dave was a senior portfolio manager at Cramblit & Carney. He began his career with Farmers Group, Inc. where over the course of 14 years, he worked his way up from securities analyst/trader to portfolio manager and eventually to director of research and lead portfolio manager for both equity and fixed income strategies. At the time of his departure in 1996, Dave was acting as Farmers’ chief investment officer responsible for $16 billion of investable assets. Dave earned his bachelor’s degree from University of California, Davis, and his MBA from the University of Southern California Marshall School of Business. He holds the Chartered Financial Analyst designation.
Jonathan Ruffer trained as a stockbroker and barrister before moving into private client investment management in 1980. He established Ruffer Investment Management Limited in 1994, which transferred its investment business to Ruffer LLP in 2004.
He has written a social history, ‘The Big Shots’ on Edwardian shooting parties, and on the banking crisis of 2008, ‘Babel’. He established the Auckland Castle Trust in 2012, overseeing a project for the revitalisation of the palace home of the Bishops of Durham for 800 years, and the set of thirteen Zurbaran paintings of Jacob and his children. The charity, now known as The Auckland Project, is working to create an arts, faith and heritage destination of international significance which will draw visitors from across the UK and abroad.
Matt is head of First Eagle Investment Management’s Global Value team and a portfolio manager of the Global Value, International Value, US Value and Gold strategies. He joined First Eagle in September 2008 to lead the Global Value team.
Previously, Matt worked for Goldman Sachs Asset Management (GSAM) in London, where he served as co-portfolio manager of Global Equity Partners, a group he co-founded in 2003 that ran a focused global equity portfolio for offshore private wealth clients. Earlier in his career, Matt was equity chief investment officer of the Investment Strategy Group for Goldman Sachs’ private client business. He joined Goldman Sachs in Sydney in 1994. Matt started his career in 1991 in Brisbane, Australia, with the Queensland Investment Corporation and was ultimately responsible for the firm’s international equity exposure. He was born in Rabaul, Papua New Guinea, and grew up in Queensland, Australia. He received his bachelor of commerce with first-class honors and master of international commercial law from the University of Queensland. Matt holds the Chartered Financial Analyst (CFA) designation. Matt is interested in the field of education, and he is a trustee (and former president of the Board of Trustees) of the Trinity School in New York City.
Sir Martin Sorrell is Executive Chairman of S4Capital, which is building a new age, new era, digital
advertising and marketing services platform for clients. Sir Martin was CEO of WPP for 33 years, building it from a £1 million “shell” company in 1985 into the world’s largest advertising and marketing services company, with a market capitalisation of over £16billion, revenues of over £15billion, profits of approximately £2 billion and over 200,000 people in 113 countries.
Prior to that, Sir Martin was Group Financial Director of Saatchi & Saatchi Company PLC for 9 years and worked for James Gulliver, Mark McCormack and Glendinning Associates before that. S4Capital PLC recently merged with MediaMonks and MightyHive, and is listed at the London Stock Exchange under SFOR.L.
Sir Martin supports a number of leading business schools and universities, including his alma mater, Harvard Business School and Cambridge University and a number of charities, including his family foundation. He is married to Lady Cristiana Falcone-Sorrell and has four children and seven grandchildren.
Tim Martin is the Chairman of JD Wetherspoon plc. He was born in 1955 and after attending Nottingham University he founded the first Wetherspoon pub in 1979 at the age of 24. Wetherspoon floated on the London Stock Market in 1992 with 44 pubs and today it has a total of 888 pubs. Tim is married with four children plus four grandchildren.
Mr. Thorndike is Founder and Managing Director of Housatonic Partners, a leading middle market private equity firm with offices in Boston and San Francisco. Mr. Thorndike is currently a Director of Carillon Assisted Living, LLC; Lincoln Peak Holdings, LLC; QMC International, LLC; and ZircoData, Ltd.
He is Chairman of the Board of CNX Resources Corp. (CNX). Mr. Thorndike is also currently a Trustee of WGBH in Boston and College of the Atlantic in Bar Harbor, ME. He is the author of The Outsiders, which has been translated into ten languages.
Stuart Roden is Chairman of the Firm, a member of the Management Committee and is involved with the management of the Developed Markets funds. Prior to joining Lansdowne in 2001, Stuart was a Managing Director of Merrill Lynch Investment Managers (MLIM).
Stuart started his career in the City in 1984, joining SG Warburg & Co. Stuart is chairman of UP-Unlocking Potential, the non-executive chairman of the investment committee of Marylebone Partners LLP, chairman of the Jewish Care and Oxford Centre of Jewish and Hebrew Studies investment committees. Stuart received a first class honours degree in Economics (BSc) from the London School of Economics.
Francisco was born in Spain in 1963. After obtaining his MBA at IESE (in 1989), he joined Bestinver, and following 2 years as an analyst of Spanish stocks, he began to manage portfolios and funds.
His career as an investment manager can be readily summarized by examining the yield obtained by his Spanish equity funds: 15.7% per annum in the period January 1993 – September 2014, equivalent to an accumulated increase of 2,279.2%, compared to 410% obtained by the reference index (IGBM, Madrid Stock Market General Index). In 1997, he also began to manage an International portfolio, achieving leading positions in the market of foreign funds sold in Spain, with an accumulated yield from January 1998 to September 2014 of 437.5% (10.58% Annual Average Return) versus 2.9% obtained by the reference index, the MSCI World Index. Mr. Paramés has set up his own firm, Cobas Asset Management, where as Founder and Chairman he is managing different funds and mandates under his unique value investment process. He leads an investment team of 7 analysts and 2 portfolio managers.
Gary Channon co-founded Phoenix Asset Management Partners in 1998 and has managed the Phoenix UK Fund since its launch in May the same year.
Since inception, the Fund has returned gross performance of 727% (versus the benchmark’s total return of 142%), an annualised return of 12% (versus the benchmark annualising at 4.9%).
The investment philosophy at Phoenix is strongly inspired by Warren Buffett and Phil Fisher: long-term, value-based and focused. In terms of investment research, Phoenix considers its own primary fieldwork to be a major contributor to the effectiveness of the research effort. Typically, this includes assessing product quality via mystery shopping and undertaking competitor analysis in order to understand the purchasing decision of the marginal customer. Prior to Phoenix, Gary was co-Head of Equity and Equity Derivatives Trading at Nomura International, and before that he was at Goldman Sachs within Global Equity Derivative Products Training.
Jean-Marie became a senior adviser to the First Eagle Investment Management Global Value team in March 2009 and now serves as board trustee to First Eagle Funds. From 1993–2004, Jean-Marie was the lead portfolio manager for all of First Eagle Investment Management Global Value investment strategies.
He left these duties on December 31, 2004 but continued to serve as a senior adviser to the Global Value team, and returned as lead portfolio manager and head of the team in 2007 until Matt McLennan became head of the team in September 2008. Jean-Marie started his career in 1962 with Société Générale before relocating to the United States in 1968. Two years later, Jean-Marie began as an analyst with the SoGen International Fund. In 1979, he was appointed portfolio manager of the SoGen International Fund, later named the First Eagle Global Fund. Jean-Marie was named Morningstar’s International Manager of the Year in 2001, and in 2003 received a Lifetime Achievement Award from Morningstar for building one of the most successful long-term records in the investment business. Jean-Marie is a graduate of Écoles des Hautes Études Commerciales, a French graduate school for economic studies.
James is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société Générale. James is the author of several books including “Behavioural Investing: A Practitioner’s Guide to Applying Behavioural Finance; Value Investing: Tools and Techniques for Intelligent Investment”; and “The Little Book of Behavioural Investing.”
James is a visiting fellow at the University of Durham and a fellow of the Royal Society of Arts. He holds a B.A. in Economics from Portsmouth University and an M.Sc. in Economics from Warwick University.
Hassan is a partner and lead portfolio manager at Independent Franchise Partners, LLP. He has 30 years of investment experience.
Prior to founding the Firm in June 2009, Hassan was Managing Director and lead portfolio manager for Global and American Franchise portfolios at Morgan Stanley Investment Management. Hassan joined Morgan Stanley in 1995. Previously, Hassan was an international equity portfolio manager for Mitchell Hutchins Asset Management and worked as an international equity analyst for First Chicago Corporation. Hassan received an A.B. in Economics and an M.B.A. in Finance, both from the University of Chicago. He is a CFA® Charterholder.
Charles Brandes is Chairman of the firm’s five-member Executive Committee, where he shares responsibility for driving strategic decisions and monitoring implementation of the firm’s vision and objectives at Brandes Investment Partners, L.P.
He is also a member of the all-cap investment committee and the Investment Oversight Committee, which monitors the processes and activities of the firm’s investment committees. Before founding Brandes in 1974, Mr. Brandes became an acquaintance of Benjamin Graham, widely considered the father of the value-investing approach. He has also authored a book on value investing. Mr. Brandes is a board member of several organizations involved in scientific, eleemosynary and cultural work. He earned his BA in economics from Bucknell University and has 46 years of investment experience.
Neil Woodford is one of the most respected fund managers in the UK. His disciplined, valuation-oriented approach has consistently delivered outstanding long-term performance to his clients.
He was a pivotal part of the UK equities team at Invesco Perpetual for more than 26 years, fine-tuning his distinctive approach and making his mark on the investment industry. He was appointed a Commander of the Order of the British Empire (CBE) in 2013 for services to the economy.
Neil announced he was leaving Invesco Perpetual in October 2013 to set up his own fund management business. He joined Woodford Investment Management on 1 May 2014 and his new fund, the CF Woodford Equity Income Fund was launched on 2 June 2014, raising a record £1.6bn during its initial offer period.
G. Mason Morfit is President of ValueAct Capital (“VAC”), a governance-oriented investment fund with approximately $12.5 billion in assets under management.
ValueAct Capital invests in a concentrated portfolio of public companies and works actively with their executives and boards of directors on issues of strategy, capital structure, M&A and talent management. The partners at ValueAct Capital have served on the Boards of Directors of 32 public companies. VAC also has the flexibility to execute going-private transactions for 100% control in select circumstances. Mr. Morfit is a director of Valeant Pharmaceuticals International (Valeant), and Microsoft, Inc. The innovative executive compensation structure he designed as Chairman of the Compensation Committee at Valeant was featured in the Wall St. Journal and several academic papers. He is a former director of CR Bard, Inc., Immucor, Inc., Advanced Medical Optics, Solexa, Inc. and MSD Performance, Inc.
N. David Samra is a managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team. He is lead portfolio manager of the Artisan International Value Fund, which he has managed since the portfolio’s inception in September 2002.
Mr. Samra also was co-portfolio manager for the Global Value Fund from its inception in December 2007 through September 2018. Under Mr. Samra’s leadership, the team was nominated six times (in 2008, consecutively from 2011-2014 and again in 2016) for
Morningstar, Inc.’s International-Stock Fund Manager of the Year award in the US and won the award in 2008 and 2013. The team was also named EAFE Equity Investment Manager of the Year in 2015 and 2016 by Institutional Investor.
Investor’s Business Daily recognized the Artisan International Value Fund in 2021 and 2022 as one of the best international stock mutual funds for outperforming the MSCI EAFE index over the last one-, three-, five- and ten-year periods. In 2023, the team received three Lipper Fund Awards, recognizing it for consistently strong risk-adjusted performance over the three-, five- and ten-year time periods relative to Lipper’s International Large-Cap Value Funds category. Prior to joining Artisan Partners in May 2002, Mr. Samra was a portfolio manager and a senior analyst in international equities at Harris Associates LP from August 1997 through May 2002. Earlier in his career, he was a portfolio manager with Montgomery Asset Management, Global Equities Division. Mr. Samra holds a bachelor’s degree in finance from Bentley College and a master’s degree in business administration from Columbia Business School.
Jon has long experience of turnarounds, having invested in them for 30 years and with considerable success. Jon operates from Guernsey where he chairs the investing entities, which use Better Capital LLP as their consultant.
The Better Capital Funds are seeking to invest in portfolios of businesses which have significant operating issues and may have associated financial distress, with a primary focus on businesses which have significant activities within the United Kingdom or Ireland. Jon is a Chartered Accountant, a CF and a Fellow of the Institute for Turnaround Professionals. Former Managing Partner of Alchemy, Jon also previously worked with Citicorp Venture Capital in New York and London, Permira and Apax. Jon is a Trustee of the UK Stem Cell Foundation. He is a very active angel investor. He is Non-Executive Chairman of FinnCap, the stockbroker and a Member of the Advisory Board for the £3.1bn UK Regional Growth Fund.
Mr. Yacktman is the President of Yacktman Asset Management and the co-manager of the Yacktman Fund and the Yacktman Focused Fund. Don started the firm in 1992 after nearly 10 years as portfolio manager of the Selected American Shares Mutual Fund where he was named the 1991 Portfolio Manager of the Year by Morningstar.
Previous to running Selected American, he was at Stein Roe & Farnham, where he had been a portfolio manager since 1968. Mr. Yacktman holds a B.S. Magna Cum Laude in economics from The University of Utah and an MBA with distinction from Harvard University.
Price was interested in stocks since his childhood. He is currently the President and Managing Partner at MFP Investors, a New York-based hedge fund. The fund employs a value oriented approach in picking investments. It has more than $1 billion in assets under management out of which assets worth about $640 million represent U.S equities.
Price began his investment career as a research assistant at Mutual Series; a fund ran by renowned value investor Max Heine. He learned alot from Max and considers him as his mentor. After Max Heine’s death Price took over Mutual Series and later sold the firm to Franklin Templeton Investments. Even though he sold the fund, Price continued working for Franklin Templeton Investments until 1998, after which he became the Chairman of the Mutual Series fund. After leaving Templeton in 2001, Price started his own hedge fund, MFP Investors LLC.
David Harding is Founder, CEO & Co-CIO of Winton and has been at the forefront of systematic investment management for 30 years. He has founded two successful investment management companies: the first, AHL, was sold to Man Group in 1994; he launched the second, Winton, in 1997.
A graduate of Cambridge University, David received a First Class Honours degree in Natural Sciences, specialising in Theoretical Physics. David’s philanthropic interests focus on funding scientific research and the communication of scientific ideas. In February 2019, he gave a $130 million gift to Cambridge University, part of which will fund the Harding Distinguished Postgraduate Scholars Programme. Other notable gifts include donations to the Cavendish Laboratory, the Max Planck Institute in Berlin and the Science Museum in London. David sits on the Advisory Board of the Royal Society, the University of Cambridge Development Board, and is an honorary Fellow of the Science Museum, and of St Catharine’s College, Cambridge.
Prior to founding Hosking Partners, Jeremy was one of the three founding partners and lead portfolio managers at Marathon Asset Management where he worked for 26 years. While at Marathon, Jeremy helped to develop the ‘capital cycle’ approach to investment.
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 annum while the funds under management grew from c.£2m to £6.5bn before the fund was split.
He also ran European funds and two investment trusts. He gave up active fund management at the end of 2007, returning in 2010 to launch the Fidelity China Special Situations Investment Trust which he ran for 4 years while being based in Hong Kong. Anthony retired in 2014 but remains a director and senior adviser at Fidelity International. He is the author of “Investing Against the Tide: Lessons from a Life Running Money”.
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, where he taught a number of MBA courses including one on value investing.
Michael received his B.S. in Electrical Engineering from Princeton University and his Ph.D. in Computer Science from Columbia University. Michael is the co-author of the book “Value Investing from Graham to Buffett and Beyond” (Wiley, June 2001), and continues to lecture internationally on value investing.
Jennifer Wallace is a founding partner of Summit Street Capital Management, LLC and serves as the firm’s Chief Investment Officer and Portfolio Manager. Jennifer has more than 23 years of investment experience. Prior to co-founding Summit Street, Jennifer worked with the Robert M. Bass investment groups where she was manager of Emerald Value Partners and co-manager of Alpine Capital.
Before joining the Bass organization, Jennifer was a consultant with McKinsey & Company and an investment banker. Jennifer earned a BA from Columbia College and an MBA from the Columbia University Graduate School of Business where she received Beta Gamma Sigma honors as well as other awards and prizes. In addition, Jennifer serves on the Advisory Board of The Heilbrunn Center for Graham & Dodd Investing at the Columbia Business School and the Stewardship Committee of the Episcopal Church of the Heavenly Rest in New York.
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 1920, and serving originally as a broker to Benjamin Graham and other noted value investors, Tweedy, Browne began managing money for clients in 1968 (today approximately $14B).
Mr. Browne is a Trustee Emeritus of Colgate University, holds a B.A. from Colgate University and M.B.A. from Trinity College in Dublin, Ireland. He is a Member of the Executive Advisory Board of the Heilbrunn Center for Graham & Dodd Investing. With over 40 years of experience in investment management, he is a frequent speaker on value investing, investment theory, and behavioral finance.
James joined Phoenix in 2013 and became a Partner shortly thereafter. James manages The Huginn Fund which is the “performance fee only” international strategy.
James has also represented Phoenix on the board of Hornby PLC, Dignity PLC and Silverwood Brands PLC. Like all the members of the investment team at Phoenix, he will always be an analyst at heart, contributing to holdings across all the strategies. Outside of work, James used to have hobbies before he started a family.
Ben is a Director of Orbis Holdings Limited and one of three key stock pickers who direct client capital in the Orbis Global Equity Strategy. Ben joined Orbis Investments in the summer of 2000 just as the TMT bubble of the late 1990s was beginning to unwind.
He initially began researching stocks in the consumer sector before expanding his research coverage and later leading the Global Sector investment team until 2022. Orbis is a contrarian manager, using a disciplined and fundamental research process to identify shares trading well below their long-term intrinsic value. Ben graduated with a First Class degree in Mathematical Sciences from the University of Oxford in 1998 and had a brief stint as an analyst at an M&A boutique before joining Orbis. He is a CFA charterholder.
Simon is the founder of The Money Maze Podcast. He graduated from the London School of Economics with a degree in Economic History, and later took the advanced management programme at INSEAD, France. He started his career at Citibank in 1985, where he trained as a portfolio manager, before joining Morgan Stanley Wealth Management in 1989.
Over the 17 years there, he managed their global balanced portfolio, was Chairman of their European Asset Allocation Committee and Chief Investment Officer. For the subsequent 14 years he was CEO and an owner of Vantage Investment Advisory Ltd. He is a senior advisor to Rothschild and Co, in London, a Governor of Clifton College and Chairman of their Development Trust, and served as a Trustee of Great Ormond Street Hospital. In 2019 he co-founded the Money Maze Podcast, which he hosts, an investment and business podcast that is listened to in over 80 Countries, and which is in the top 1% of global podcasts.
Andrew Brenton is the CEO and a co-founder of Turtle Creek. Previously, Mr. Brenton founded and was the CEO of the private equity subsidiary of The Bank of Nova Scotia where he invested in control positions of a dozen Canadian private companies.
Mr. Brenton was head of the high technology investment banking practice of Scotia Capital in the early 1990’s and prior to that, he was a founding member and Managing Director in the firm’s mergers and acquisitions practice. Mr. Brenton joined McLeod Young Weir (the predecessor to Scotia Capital) in 1984. Mr. Brenton received his MBA from the Richard Ivey School of Business (University of Western Ontario) in 1984 and his B.Sc. from Mount Allison University in 1980.
Alyx is the Chief Investment Officer of Kernow Asset Management. He is responsible for trading and investment research. Before Co-founding Kernow, Alyx worked as a Fund Manager at Downing LLP, Vice President at Deutsche Bank AG, and Management Consultant at KPMG LLP.
He is a consultant for several family offices and has completed the Non-Executive Directors Programme (BVCA). Alyx is a Qualified Chartered Accountant (ICAS) and holds an Investment Management Certificate (CFA Institute) and a BA in Accounting and Economics.
David took his first degree in Modern History at the University of St Andrews, having developed from a young age an interest in investing. Reading books like Buffettology and learning about other managers like Peter Lynch and Anthony Bolton, sparked a curiosity about investing that has endured.
A strong influence on David’s thinking was the role of Charlie Munger, in steering Buffett away from Ben Graham’s ‘cigar butt’ approach towards a focus on ‘great companies at reasonable prices’. Founding Castlebay, with David MacNeil, has provided an excellent opportunity to put into practice and develop his own ‘Quality-value’ approach to investing. Being a business owner has also helped David become a better investor.
Matthew joined Guinness Global Investors in September 2005 is co-manager of the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund.
Previously, he joined Goldman Sachs on the Graduate scheme working in Foreign Exchange and then Fixed Income. Matthew graduated from New College, University of Oxford in 2004 with a Master’s degree in Physics. Matthew is a CFA charterholder.
Ian joined Guinness Global Investors in December 2006 and is co-manager of the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund.
Prior to joining Guinness, Ian completed a D.Phil. in experimental physics at Christ Church, University of Oxford, and graduated in 2006. Ian graduated from University College London, University of London, with a First Class Honours Master’s degree in Physics in 2003. Ian is a CFA charterholder.
Jacob Mitchell is Antipodes’ chief investment officer, which he founded in 2015 and has grown to over $6 billion AUM with offices in London and Sydney. Jacob is also Lead Portfolio Manager of Antipodes’ Global strategies and has over 25 years’ experience as a global investor.
Prior to Antipodes, Jacob was the Deputy Chief Investment Officer at Platinum Asset Management. During his 14 years with the company, he was also a PM of the flagship International Fund, PM of the Unhedged Fund and PM of the Japan Fund.
Antipodes is an Australian based pragmatic value manager offering exposure to global equities via long and long-short strategies. The experienced team identifies resilient companies trading at attractive valuations.
C.T. Fitzpatrick founded Vulcan Value Partners in 2007. As Chief Investment Officer and Equity Analyst, Mr. Fitzpatrick leads a research team responsible for investing approximately $9 billion for a global client base as of September 30, 2022.
Prior to founding Vulcan Value Partners, Mr. Fitzpatrick worked as a principal and portfolio manager at Southeastern Asset Management. Mr. Fitzpatrick earned his MBA in Finance from the Owen Graduate School of Management at Vanderbilt University. He also has a BS in Corporate Finance and a Minor in English from the University of Alabama.
Mr. Ronald Chan founded Chartwell Capital in 2007 and currently serves as Chief Investment Officer and Co-Portfolio Manager.Ronald is a member of the Public Shareholders Group and the Listing Committee of the Securities and Futures Commission of Hong Kong.
He is also an Independent Non Executive Director of Hong Kong Ferry and Powerlong Commercial Management Holdings Ltd., an international committee member of the Hong Kong M+ Museum, a committee member of the Hong Kong Biotech Development Council of the Hong Kong Science and Technology Park and the Hong Kong Trade Development Council’s Greater Bay Area Working Group. An adjunct professor for the MBA program at The Hong Kong University of Science and Technology, Ronald is the author of two books: Behind the Berkshire Hathaway Curtain: Lessons from Warren Buffett’s Top Business Leaders in 2010, and The Value Investors: Lessons from the World’s Top Fund Managers in 2012 and 2021 (second edition). He graduated with Bachelor of Science degrees in Finance and Accounting from the Stern School of Business at New York University.
Kim founded Sionna, one of the largest independent investment firms led by a woman, in 2002. Kim is the lead Portfolio Manager on Sionna’s large cap, all cap and focused Canadian value strategies and co-lead on Sionna’s high conviction strategy.
Since joining the industry in 1983, she has received numerous awards, including Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award (2007), Canada’s Most Powerful Women: Top 100 Award (2007, 2017), the Rotman Women in Management Association Top 10 Award (Entrepreneur Category, 2015) and the Rotman Alumni Lifetime Achievement Award (2021). Kim is on the board for the Brandes Institute, Ontario Arts Foundation and United Corporation. She is also a member of the CFA Institute Board of Regents (previously served as its chair) and is a past President of the CFA Society Toronto. Kim served as a board member with the Canadian Coalition for Good Governance and served as Chair of its Governance Committee. Kim was amongst a select group of industry experts to present at the 2020 Columbia Business School’s “From Graham to Buffett and Beyond” Omaha Panel. Kim also co-hosted the female-led Variant Perspectives Value Investing Conference in 2019, which featured Warren Buffett as a keynote speaker.
Chan H. Lee is a Managing Partner and the Portfolio Manager of Petra Capital Management. Mr. Lee has over 20 years of investment experience in Korea and his investment career has focused on identifying and analyzing undervalued competitive companies whose market prices are significantly discounted to intrinsic values.
Prior to co-founding Petra in 2009, he was a Director/Head of M&A at Hana Securities. Mr. Lee started his career in finance as an M&A lawyer in Korea. Mr. Lee received his JD from the UCLA School of Law and his BS in Business Administration from the Haas School of Business Undergraduate Program of the University of California at Berkeley where he was a member of Beta Gamma Sigma.
Mr. Subramaniam (“Subbu”) has over 31 years of experience in the Indian investment management and financial services industry. Subbu joined Quantum Advisors as an equity research analyst in 1996 and since June 2000 he has been managing India-dedicated Portfolios for India-based clients and, since 2005, India-dedicated portfolios for international clients.
During 1998-2004, under advisory services provided by Quantum Advisors to Hansberger Global Investors, Inc, USA, Subbu’s responsibilities included research coverage on Indian companies, electric utilities in emerging countries, and building materials companies globally. Prior to joining Quantum, Subbu worked for Securities Capital, an independent research house. Subbu is presently the MD and Group Head – Equities of Quantum Advisors and received his bachelor’s degree in Commerce from Osmania University in 1983 and his Law degree from Osmania University in 1986. He is a CFA Charter holder.
Jonathan founded Metropolis Capital and has co-managed the Metropolis Global Equity strategy since its inception in 2008. Admiral Group PLC has been a holding in the strategy since 2012. Metropolis Capital currently manages $3.6bn on behalf of institutional investors worldwide.
Prior to this Jonathan worked for Bain & Company as a strategy consultant and then for Schroders in their M & A team before setting up Metropolis International, a media and software group which he built through over 30 acquisitions of private businesses, applying a Value investing approach to each transaction. Returns to seed investors in Metropolis International were 30%+ per annum under Jonathan’s tenure as CEO from 1994-2011. He graduated from Oxford University with a First Class Degree in Philosophy, Politics and Economics.
Joss serves as the Development Lead for Justice Defenders, a non-profit working to provide legal education, training, and practice in defenceless communities around the world. His background is in founding and scaling social startups and programmes, including GoodPeople (a London-based social enterprise) and an education NGO in Sri Lanka.
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 runs the Schroder UK Income, Schroder UK Recovery and Schroder ISF Global Recovery Funds.
Nick started his investment career in 2001 within Schroders’ Pan European research team, having previously been an analyst responsible for Transport, Metals, Mining, Aerospace and Defence sectors. He is a CFA Charterholder and holds a degree in Aeronautical Engineering from Bristol University. Nick is a regular contributor on ‘The Value Perspective’ – a specialist resource dedicated to value investing in UK equities.
Edward joined Orbis in 2010. Based in London, he is a member of the Europe investment team and is one of the stockpickers who directs client capital in the Orbis Global Equity Strategy.
He previously worked as a political adviser to senior members of the Conservative Party. He holds a Master of Arts (Honours) in History from the University of Cambridge and is a CFA charterholder.
Mick Dillon is a Partner of Brown Advisory and a portfolio manager of the Global Leaders strategy alongside Bertie Thomson. Mick joined Brown Advisory in 2014 from HSBC Global Asset Management in Hong Kong where he was the co-head of Asian equities.
While at HSBC, he was responsible for managing a range of strategies: quality/dividend, large-cap and small-cap focused pan-Asian equity, as well as a number of country-specific strategies. Previously, he managed a global equity long/short fund for HSBC in London and was a global technology equity analyst at Arete Research early in his career. He attended the University of Melbourne (1991-1996) where he graduated with a Bachelor of Engineering (first class honours) and also gained a Bachelor of Commerce and Bachelor of Science. Mick is also a CFA charterholder.
Edouard is the founder and CIO of Ascender Capital, which invests in a balanced portfolio of high quality businesses across Asia, including Japan. We focus exclusively on companies with a track record of profitability, capital efficiency and good corporate governance.
Prior to founding Ascender in Hong Kong in 2012, Edouard had a successful career as an entrepreneur. He co-founded Sendit AB, a Swedish mobile telecommunications software company that was acquired by Microsoft in 1999 and then set up and managed Microsoft’s Mobile Internet Business in Asia until 2001. From 2002 to 2004, Edouard was the leading investor and CEO of Incomit AB, which was then acquired by BEA Systems (Oracle). From 2005, Edouard became an active financial investor across private and public markets. Edouard holds an MSc in Telecommunications Engineering from the Swiss Federal Institute of Technology (ETH Zurich) and an MBA from INSEAD.
David is a Client Portfolio Manager at Sustainable Growth Advisers and has been a Moderator of both the London and New York Value Conferences since they began in 2012 and 2018 respectively.
Previously, he was the Portfolio Manager for the Global Equity Focus Fund at Willis Towers Watson and for Alliance Trust, a quoted Investment Trust listed on the London Stock Exchange. Alongside his portfolio management responsibilities David provided regular research input to a number of clients. Prior to Willis Towers Watson David was Deputy CIO at Stamford Associates where he was responsible for devising and implementing investment strategies for a range of its largest investment clients. Prior to Stamford Associates, David established Greentrees Partners LLP as a joint venture with Collins Stewart before which he gained broad investment experience as a UK equity portfolio manager with UBS Global Asset Management (formerly Phillips and Drew) from 1998 and then as a UK equity portfolio manager with Morley Fund Management from 2003. In total David has 30 years of portfolio management and investment analyst experience. David is a member of the Chartered Institute for Securities and Investment (CISI)
Charles heads the investment team and overall management of the Kennox Strategic Value Fund. He has 20 years’ experience in global stock markets and over this time he has developed his own distinct value approach to global investing.
Charles began his career in the investment industry with Brockhouse & Cooper in Montreal, Canada in 1992 and became a CFA charter holder in 1995. In 1996, Charles moved to the UK and joined the Emerging Markets and Asia Pac Ex Japan team at First State Investments (called Stewart Ivory at the time). Charles worked as a key member of this successful team for seven years before leaving to start a focused, independent, global value investment management company – Kennox.
Philip Best is a founder of Quaero Capital in Geneva, where he launched The Argonaut Fund in 2003. The fund specializes in seeking out stocks across Europe that are little-known and poorly followed because of being too small to interest mainstream investors.
Using a strong value-driven philosophy the team aims to identify stocks in the small/micro-cap category that have been mis-priced by the market because of their illiquidity and that stand at a significant discount to intrinsic value. Over the 17 years since launch the fund has given an annualized return of 12.5% with volatility of 14.4%- substantially lower than large cap average over the period. Philip started his career following European small cap stocks at Mercury Asset Management in 1984, launching the Mercury European Income fund in 1986, and later becoming a broker at Enskilda Securities and The Europe Company Ltd, before returning to fund management in 2003.
Marc Saint John Webb is a partner of Quaero Capital in Geneva, where he has co-managed The Argonaut Fund with Philip Best since 2006. Marc also began his career within the S.G. Warburg group at French broker Bacot-Allain in 1987.
During his time as a European small cap specialist in Paris Marc became a qualified investment analyst with the French Analysts’ Association (SFAF), and followed this up with an Executive Program at INSEAD. The two share a very European background and an intellectual curiosity that leads them to seek out unknown stocks in obscure locations. The team also runs another fund (Quaero Smaller European Companies), which invests in listed family-owned companies with a similar “value” bias. When not travelling, Marc lives between Paris and Geneva.
Tom Beevers is the CEO & Co-founder of Forensic Alpha. He was previously a fund manger at Newton Investment Management in London, where he managed in excess of $1.5bn AUM.
All of our efforts at Forensic Alpha are focused on the pursuit of a simple mission: To identify mispriced equities and to write insightful, evidence-based research explaining the nature of that mispricing.
Stephanie Butcher is a Senior Managing Director and Co-Head of Investments at Invesco. In this role, along with Tony Wong, she is responsible for leveraging our global investment platform, overseeing investment performance and quality across our six global investment teams, and ensuring connectivity between the Investments organization and commercial and enablement functions.
Ms. Butcher joined Invesco in 2003, specializing in European equity income investing and responsible for several European equity portfolios. Prior to her current role, she was chief investment officer (CIO) of the Henley Investment Centre, providing leadership and oversight of equity, fixed income, and multi-asset capabilities. Ms. Butcher began her investment career at Lazard Asset Management before joining Aberdeen Asset Management in 1997.
Ms. Butcher earned an MA in history from Cambridge University. She holds the AIIMR designation from the Association for Investment Management and Research (now known as the CFA Institute).
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 Portfolio Manager for the Global Equity Focus Fund at Willis Towers Watson and for Alliance Trust, a quoted Investment Trust listed on the London Stock Exchange. Alongside his portfolio management responsibilities David provided regular research input to a number of clients. Prior to Willis Towers Watson David was Deputy CIO at Stamford Associates where he was responsible for devising and implementing investment strategies for a range of its largest investment clients. Prior to Stamford Associates, David established Greentrees Partners LLP as a joint venture with Collins Stewart before which he gained broad investment experience as a UK equity portfolio manager with UBS Global Asset Management (formerly Phillips and Drew) from 1998 and then as a UK equity portfolio manager with Morley Fund Management from 2003. In total David has 30 years of portfolio management and investment analyst experience. David is a member of the Chartered Institute for Securities and Investment (CISI)
C.T. Fitzpatrick serves as Chief Executive Officer and Chief Investment Officer of Vulcan Value Partners. C.T. founded Vulcan Value Partners in 2007 to manage his personal capital.
Since inception, two strategies have peer rankings in the top 1% of value managers in their respective categories, two are in the top 3%, and the fifth is in the top 6%. Prior to founding Vulcan Value Partners, C.T. worked as a principal and portfolio manager at Southeastern Asset Management. During his 17 year tenure, the team at Southeastern Asset Management achieved double digit returns well ahead of inflation and was ranked in top 5% of money managers over five, ten, and twenty year periods according to Callan and Associates. C.T. earned his MBA in Finance from the Owen Graduate School of Management at Vanderbilt University. He also has a BS in Corporate Finance from the University of Alabama.
Nick joined RWC in August 2010. Nick worked at Schroders for over sixteen years, initially starting as an analyst before moving in to portfolio management where he managed both Institutional Specialist Value Funds and the Schroder Income Fund and Income Maximiser Fund together with Ian Lance.
Prior to Schroders, Nick qualified as a Chartered Accountant.
Ian has thirty years of experience in fund management and started working with Nick at Schroders in 2007 before joining RWC in August 2010. Whilst at Schroders he was a senior portfolio manager managing the Institutional Specialist Value Funds, the Schroder Income Fund and Income Maximiser Fund together with Nick.
Previously Ian was the Head of European Equities and Director of Research at Citigroup Asset Management and Head of Global Research at Gartmore.
Ben is one of five key stock pickers for the Global Equity Fund at Orbis Investments, which he joined in the summer of 2000 just as the TMT bubble of the late 1990s was beginning to unwind. Orbis is a contrarian manager, using a disciplined research process to identify shares trading well below their long term intrinsic value, usually because of some temporary setback.
Ben initially began researching stocks in the consumer sector but has gradually expanded his coverage and now leads the Global Sector team, in which industry specialists research stock market opportunities globally. Ben graduated with a First Class degree in Mathematical Sciences from the University of Oxford in 1998 and had a brief stint as an analyst at an M&A boutique before joining Orbis. He is a CFA charterholder.
Robert Hagstrom is Chief Investment Officer of Equity Compass Investment Management and Senior Portfolio Manager of the Global Leaders Portfolio. He joined Equity Compass in April 2014 and launched the Global Leaders Portfolio in July 2014. Robert was appointed Chief Investment Officer in March 2019. Robert has more than 30 years of investment experience.
Prior to joining Equity Compass, he was Chief Investment Strategist of Legg Mason Investment Counsel, and before that, the Portfolio Manager of the Growth Equity Strategy at Legg Mason Capital Management for 14 years where he managed $7 billion assets. Robert was the recipient of the “Honorable Mention” as Morningstar’s U.S. Equity Manager of the Year in 2007. Robert is the author of nine investment books including the New York Times best seller, The Warren Buffett Way, widely considered to be the definitive book on the investment approach and strategies of Warren Buffett. The book has sold over 1 million copies worldwide and is translated into seventeen foreign languages. In addition, Robert wrote The Warren Buffett Portfolio a book on concentrated portfolio management and Investing: The Last Liberal Art a multidiscipline examination of markets and investing. Robert earned his Bachelor’s and Master’s of Arts degrees from Villanova University. He is a Chartered Financial Analyst, a member of the CFA Institute and the CFA Society of Philadelphia.
Martin is a fund manager for the Henley-based UK Equities team and is responsible for the management of a number of UK equity portfolios. He began his investment career in 1997 as an investment analyst with BWD Rensburg.
Martin subsequently joined Invesco in 1999 as a trainee fund manager and has developed his career within the Henley-based UK Equities team, managing UK equity portfolios since 2003. Further recognition and a higher profile were provided as he took over some of the portfolio management responsibilities of veteran fund manager, Ed Burke, upon his retirement in 2008. Martin holds a BA in Financial Economics from Liverpool University and has also attained the Securities Institute Diploma.
Alex Wright has honed his distinctive contrarian value investment approach over a career spanning more than 15 years with Fidelity International. He joined the company in 2001 as a research analyst, covering a number of UK and European equity sectors across the market capitalisation spectrum in the years to follow.
He has managed the Fidelity Special Situations Fund since January 2014 and has been portfolio manager of the Fidelity UK Smaller Companies Fund since its launch in February 2008. He has also been responsible for managing Fidelity Special Values PLC since September 2012. Alex has a BSc in Economics from Warwick University, where he graduated with First Class Honours, and he is also a CFA Charterholder.
Rajiv is the Chairman and Chief Investment Officer of GQG Partners and also serves as the portfolio manager for all GQG Partners strategies. He commenced investment operations at GQG Partners in June 2016 with over 24 years of investment experience.
Previously, Rajiv served as a Co-Chief Executive Officer (from July 2014) and Chief Investment Officer and Head of Equities (from February 2002) at Vontobel Asset Management. He was the sole portfolio manager of the International Equities strategy (since 2002) and Emerging Markets Equities strategy (since 1997), and the lead portfolio manager for the Global Equities strategy (since 2002). Rajiv built the business from less than US$400 million under management to just under US$50 billion in 2016. He joined Vontobel Asset Management as a co-portfolio manager of Emerging Markets Equities and International Equities in November 1994. Prior to that, he was an International Equity Analyst at Swiss Bank Corporation. Rajiv earned an MBA in Finance and International Business from the University of Miami. He also has a master’s degree from the University of Ajmer and undergraduate degree in accounting with honors.
Mark Pearson, ACA, CFA, co-founded Arcus Investment in 1998. Prior to founding Arcus, Mark was a director and portfolio manager responsible for Japanese equities at Buchanan Partners Limited in London from 1992 to 1998.
From 1990 to 1992 Mark was General Manager of Japanese equity fund management in Kleinwort Benson Investment Management in Tokyo. From 1986 to 1989, Mark was an investment analyst at Kleinwort Benson Securities in Tokyo, and from 1981 to 1986, at Coopers & Lybrand, London as a Chartered Accountant. Mark graduated from Emmanuel College (University of Cambridge) with MA in Economics in 1981. Mark lives in Hong Kong.
Andrew first started investing over thirty years ago (he started young!). Having spent numerous years working in Fund Managment and sell side analytical roles, Andrew set up Holland Advisors in 2009 and the Farnam Street Capital Fund in November 2011.
Holland Advisors writes highly respected research that is used by many senior Investment Managers to aid their investment decision making. Holland Advisors is also the manager of its own Investment fund – Farnam Street Capital. Andrew’s approach is deeply analytical and company specific. He and his team look for companies with proven enduring market positions that they assess competitors will find very hard to displace. These could be defined as ‘great companies’. For the Holland team to be interested however they also have to be run by ‘great owner managers’ and offered by Mr Market for ‘great price”. Andrew has a few hobbies, but loves his day job.
Dawid has over 15 years’ experience investing in Chinese equities. He co-founded Cederberg Capital in 2011. From 2005 to 2011 he was with Mondrian Investment Partners where he was a partner, portfolio manager and China specialist.
From 2002 to 2004, Dawid was an investment analyst with RMB MultiManagers (a division of FirstRand Ltd) focusing on Asian equity strategies. Dawid has a Masters in Finance from London Business School, where he participated in the Value Investing Program, and a B. Com. Honours degree (cum laude) from Stellenbosch University. He obtained the CFA charter in 2004.
Nigel is one of the founding partners of OP. He was previously at MLIM for 13 years. He was a director and portfolio manager on the global team. At MLIM he was also a member of the emerging markets and European teams in London and, from 1997 to 1999, the Asia team in Singapore.
He graduated from City University. He is Chief Investment Officer. He co-manages the global equity portfolios and contributes to the overall investment selection.
Andrew joined OP in March 2013. He had previously been employed by SVG Capital in London for seven years managing mainly European equity portfolios. Before joining SVG, he held portfolio management positions at Sovereign Asset Management, American Express Asset Management and Phillips & Drew Fund Management.
He graduated from Cambridge University. He co-manages the global equity portfolios and contributes to the overall investment selection.
Mark Asquith is a partner of Somerset Capital Management LLP and the lead manager of both the Global EM Small Cap and EM Small Mid Cap strategies. Mark began his career at Lloyd George Management in 2001 where he specialised in Latin American equities.
He then helped set up Somerset, a Global Emerging Markets equity specialist, in 2007. He has been lead manager of the EM Small Cap strategy following its inception in August 2008, and took over the management of the Small Mid cap strategy in January 2018. Prior to starting his career at Lloyd George, Mark attended St Andrews University, where he read English, graduating with a first class degree.
Vitaliy Katsenelson, CFA is CEO of IMA – a value investing firm in Denver. He received both his BS and MS degrees in finance from the University of Colorado at Denver. His two books, Active Value Investing and The Little Book of Sideways Markets, were published by John Wiley & Sons and have been translated into seven languages.
His articles have appeared in Barron’s, Financial Times, Forbes, The Globe & Mail among others. Vitaliy has close to 20 years of investment experience and has taught a graduate investment class at the University of Colorado at Denver. Mr. Katsenelson is a CFA charterholder and has served on the board of the CFA Society of Colorado. Forbes magazine called him “the new Benjamin Graham”.
Stephen joined FGP in 2016 to manage the firm’s global and international equity mandates. He is a member of FGP’s Investment Committee. Prior to joining FGP, he spent 23 years at Burgundy Asset Management Ltd., where he managed a range of foreign equity strategies.
Between 2008 and 2016, he managed the firm’s global and U.S. large cap equity portfolios. Under Stephen’s leadership, Burgundy was awarded Institutional Investor magazine’s 2016 U.S. Investment Management Award for Global Value Equity. He is a graduate of the University of Western Ontario (Honours BA) and is a CFA charterholder. Stephen has been involved with the Oakville Hospital Foundation since 1994 and was a member of its Board of Directors between 2006 and 2011.
Bryan joined FGP in 2007 as a senior analyst covering the Telecom and Financial sectors and became FGP’s Small Cap Canadian Equity portfolio manager in 2012. In addition to his role as President, Bryan is co-manager of FGP’s Canadian equity mandates.
He is also a member of FGP’s Board of Directors, Executive Committee, and Investment Committee. Bryan graduated from the Richard Ivey School of Business at the University of Western Ontario (MBA) and from Carleton University (BComm). He was on the Dean’s Honour List at both universities. Bryan is also a CFA charterholder.
Michael is a senior director of The Goldman Sachs Group, Inc. He retired in 2016 as vice chairman of the firm and co-chief executive officer of Goldman Sachs International, roles he assumed in 2008 and 2005, respectively. Michael also had responsibility for coordinating the firm’s business and activities in Growth Markets, serving as chair of the Growth Markets Executive Group from 2013 to 2016.
In addition, he was a member of the firm’s Management Committee and co-chair of the European Management Committee. Michael first joined Goldman Sachs in 1986 and became a partner in 1994. He was head of the Fixed Income, Currency and Commodities Division in Europe before becoming global co-head of the Securities Division in 2003. Michael is a member of the Westminster Abbey Campaign Development Board, a sponsor of the Harefield Academy, Chairman of Greenhouse Sports, and a trustee of Grenada Schools and the Serpentine Galleries. Michael earned a BA from the University of Manchester in 1986.
As Chairman of Greenhouse Sports, which is the conference charitable benefactor for 2018, Michael will be speaking to delegates about their work and will also be holding a Q&A session with delegates.
Adrian Warner is the Managing Director and Chief Investment Officer of Avenir Capital and is responsible for the portfolio management of the Avenir Global Fund. Prior to founding Avenir Capital, Adrian worked in private equity investment in Australia and the United States with an investment record spanning over 20 years.
Immediately prior to establishing Avenir, Adrian was Managing Director and part-owner of Catalyst Investment Managers Pty Ltd, a mid-market Australian private equity firm with approximately $900m funds under management as at December 2009. Before joining Catalyst, Adrian was Managing Director at CVC Asia Pacific Ltd, one of the leading private equity groups in Asia with approximately US$2.75 billion funds under management as at December 2006 and part of the CVC Capital Partners Group. Adrian has also worked at Pacific Equity Partners Pty Ltd, the largest Australian-based private equity firm and also at AEA Investors Inc., one of the longest standing private equity groups in the United States. Adrian was also a management consultant at Bain & Company and has worked in Australia, the United States and Asia. Adrian holds a Master of Business Administration (MBA) from Harvard Business School and a Bachelor of Commerce (First Class Honours) from the University of New South Wales.
Based in Henley-on-Thames, Stephen is lead manager for Invesco Perpetual’s global opportunities strategy. He specialises in managing concentrated global equity portfolios. Stephen has been a key part of the idea generation and stock selection process in global equity portfolios since 2009. He took over responsibility for the global opportunities strategy on 1 January 2013. Stephen began his investment career with Invesco Perpetual’s UK Equities team, joining the company in July 2002 as a trainee analyst.
Having come through the investment team ranks, Stephen started managing UK equity portfolios in September 2004 and took on management of his first UK fund in 2008, before moving to the global equities team at the end of 2012. Stephen holds a BSc in Economics, the Securities Institute Diploma, the Investment Management Certificate from the CFA Society of the UK and has studied Corporate Finance at The London Business School.
Jonathan Boyar is President of Boyar’s Intrinsic Value Research, an independent research boutique established in 1975 that counts some of the world’s largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of BoyarAsset Management, which has been managing money utilizing a value oriented strategy since 1983. Jonathan has been interviewed by Barron’s, Welling on Wall Street and GuruFocus.
He spoke at the 2017 London Value Investor Conference, the 2017 GuruFocus Value Conference and the 2017 International Value Investing Conference. He is also a contributor to the latest edition of Harriman’s Book of Investing Rules: The Do’s & Don’ts of the World’s Best Investors.
Alvaro Guzmán de Lázaro is Chief Investment Officer and Partner of Spanish boutique azValor AM, which he joined from Spain’s Bestinver in 2014. Guzmán, 42, began his career in 1994 as an auditor for Arthur Andersen (Madrid), and spent some time in Paris with Bankers Trust. In 1997 he moved to Frankfurt to join Value Management, a ground-breaking investment firm founded by a former associate of the legendary US investor Peter Lynch.
As a stock analyst, Guzmán studied and applied the investing style of Lynch and other Value proponents such as Ben Graham, Philip Fisher and Warren Buffett. In 2001, Guzmán led his highly-regarded team to Banesto Bolsa, where he became the lead analyst and head of the research department. In March 2003, he joined Bestinver, leaving the firm in 2014 to help establish azValor, Guzmán speaks Spanish, French, English and German. He has been Professor of fundamental analysis at the Spanish Institute of Financial Analysts (IEAF) and at the IEB (Stock Exchange Study Institute) since 1999, and became a Chartered Financial Analyst (CFA, AIMR) in 2001. He also has an MA in European Business Studies and a law degree from Spain’s National University of Distance Education (UNED).
Fernando Bernad is a founding partner of azValor AM and is now also a portfolio manager for the Spanish investment boutique. His early career started with internships at Price Waterhouse (Madrid, 1994), BBVA (Madrid, 1996), and DG Bank (Frankfurt, 1997). The following year he joined Value Management in Frankfurt where he worked in the asset manager’s research unit alongside Álvaro Guzmán, gaining in-depth knowledge of the theory and strategy of Value investing.
He developed his career in the Spanish private equity sector as an Associate at BNP Paribas Leveraged Finance and then joined the analysis team at Banesto as a cyclical analyst (steel and oil sectors). He went on to lead the Analysts team at Spanish broker Interdin. In 2005 he joined the private banking Vetusta Group as investment director, leading a team which achieved average annual returns of around 30% on equities. He joined Spain’s Bestinver in February 2007, only leaving the firm in 2014 at the same time as his colleague Alvaro Guzmán de Lázaro, to set up azValor Asset Management. Bernad has a Bachelor in Business Administration (Summa cum Laude), awarded jointly by ICADE, Madrid and Northeastern University, Boston, and is a CFA charter holder. He is fluent in English and reads French.
Mr. Romick is a Managing Partner of FPA LLC, a Los Angeles-based investment manager with approximately $30 billion under management in equity, fixed income, and alternative strategies. Mr. Romick is a value investor and has managed the $17 billion FPA Crescent Fund since its 1993 inception.
This Fund seeks to generate equity-like returns over the long-term, take less risk than the market and avoid permanent impairment of capital. FPA Crescent has provided the best risk-adjusted returns of all allocation mutual funds (with assets over $1 billion) that invest in equities and have been managed by the same party since its inception according to Morningstar. As of March 31, 2017, the FPA Crescent Fund carries a Morningstar 5-star rating. Mr. Romick was awarded Morningstar’s U.S. Allocation Fund Manager of the Year (2013) and was a nominee for Morningstar’s Domestic Manager of the Decade Award (2009) and Morningstar’s U.S. Allocation/Alternatives Fund Manager of the Year Award (2016). Mr. Romick earned a BS in Education from Northwestern University and is a CFA Charterholder.
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 over 30 years’ experience in investment management. Before founding Lindsell Train he was head of Global Equities at M&G Investment Management, having joined there in 1998 as a director.
Previously he spent 17 years (1981 – 1998) at GT Management which he left soon after its acquisition by Invesco. At his resignation he was a director of GT Management (London), Investment Director of GT Unit Managers and Chief Investment Officer for Pan-Europe. Nick has a BA honours degree in Modern History from Queen’s College, Oxford.
Joe is Chief Executive Officer and Chief Investment Officer of AVI. He began his career working for a real estate investment firm for 6 years, before completing a Masters of Finance at the London Business School. Joe joined AVI in 2002 as an analyst, with a specific focus on European holding companies.
In 2013 he became co-portfolio manager on AVI’s global equity accounts, including the British Empire Trust (“the Trust”). In October 2015, he was named sole portfolio manager of the Trust. In October 2016, he became Chief Executive Officer of AVI.
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 investors and he also began to build up and compound what would become a substantial personal seed investment for his eventual own fund.
Rhys created the Milkwood Fund in 2013 as an independent, contrarian asset manager. The Milkwood Fund is global, long-biased and highly concentrated, with some activism and advisory taking place in smaller names. Around 30% of Milkwood’s capital is Rhys’ own money, with the remainder coming mainly from other fund managers (including some well-known ones), analysts, and family offices with a proven patient and counter–cyclical mindset.
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, Schroder UK Recovery and Schroder ISF Global Recovery Funds.
Kevin started his investment career with Schroders in 2000, joining the UK Equity fund management team, having previously been a sector analyst for Pan European Construction and Building Materials. He holds a degree in Economics from Manchester University and is a CFA Charterholder. Both Nick and Kevin are commentators on ‘The Value Perspective’ – a specialist resource dedicated to value investing in UK equities www.thevalueperspective.co.uk
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 2015.
Prior to joining BBH, he was a senior equity analyst for KeyBanc Capital Markets covering technology and business services. Michael earned a BSE from Princeton University and is a CFA charterholder.
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 he co-funded Labrusca Family Office before returning to SKAGEN in 2014.
He has a BA in Economics & Global Studies and is a Chartered Financial Analyst.
Daniel Abrahams is the Managing Partner at Alfreton Capital, which advises a private investment fund focused on European equities. Previously, Daniel had been a Partner at Praxient Capital at the launch of that firm’s first fund in 2007. Daniel and team spun out from Praxient to establish Alfreton Capital in March 2015.
Earlier in his career, Daniel worked in M&A at Deutsche Bank and began his career at Arthur Andersen. Daniel graduated from the University of Oxford with a First Class degree in Economics and Management and was previously the co-chair of the Value Investing Special Interest Group of the UK CFA Society.
Alex Morozov, CFA, is the director of European equity research at Morningstar. In this capacity, Morozov leads the team of Europe-based analysts, covering European and global companies across all major sectors of the economy. Prior to his current role, Morozov was a head of the global healthcare equity research team at Morningstar, where he led a team of 10 healthcare analysts, covering more than 150 companies across the healthcare sector worldwide.
In addition to being responsible for team stock recommendations, research quality and consistency, as well as analyst development, Morozov has been frequently featured in various media and print media, including CNBC, Reuters, Fox Business and others. He has performed public speaking engagements on healthcare trends at several conferences, including various CFA events. Prior to this position, Morozov served as senior equity analyst, covering medical instruments, life sciences, and diagnostics industries. Before joining Morningstar in May 2006, he worked in the insurance industry.
Anne-Mette has more than 20 years of experience in the investment industry. She joined Burgundy in June 2008 as Vice President and Portfolio Manager for Emerging Market equities, and was appointed a Senior Vice President of the firm in July 2012. Before joining Burgundy, Anne-Mette spent eight years with AIC Investment Services Inc. where she was a Senior Vice President and Portfolio Manager.
Prior to AIC, Anne-Mette was five years at Monitor Group, a leading global strategy consulting firm. She worked closely with top management of large companies, across many industries and countries, on developing and implementing business strategies, including M&A advice. Anne-Mette began her career in 1992 with Braxton Associates, the strategy consulting group of Deloitte & Touche in London, England. Anne-Mette received her Masters degree in Economics in 1992 from the University of Copenhagen. Part of her Masters degree was earned at the London School of Economics. Anne-Mette is currently a Director of the National Ballet School Foundation. In 2006, she received the Arbor Award from the University of Toronto for outstanding volunteer.
Zama Neff is the executive director of Human Rights Watch’s children’s rights division. Under her leadership, the organization has launched new work on education and armed conflict, child rights and new technologies, secondary education, refugee children’s right to education, hazardous child labor in tobacco, girls’ reproductive rights, and other issues. She has over two decades of experience documenting human rights abuses and has authored reports and articles on a range of abuses against children.
Neff is a founder of the Global Coalition to Protect Education from Attack—a unique group of human rights, humanitarian, and UN agencies—and has helped lead the coalition’s work for over a decade. Through global reporting and international advocacy, the Coalition helped firmly establish that attacks on schools, teachers, and students characterize armed conflict, and promoted the Safe Schools Declaration, a political declaration to protect education in war, now endorsed by a majority of countries.
She is a graduate of Davidson College and New York University School of Law.
Jeff Everett is a managing director and lead portfolio manager for the EverKey Global Equity team at Wells Capital Management.
Jeff joined in 2012 with the acquisition of EverKey Global Partners, where Jeff served as founding managing partner since 2007. Prior to this, Jeff served as president of Templeton Global Advisors Limited, where he managed the Templeton World Fund whilst overseeing all portfolio management responsibilities and leading professionals in 8 offices managing over $140 billion.
Earlier in his career, Jeff was part of Templeton’s research team and prior to that served as an equity and convertible bond analyst at First Pennsylvania Bank. He has been in the investment industry since 1987. Jeff earned a bachelor’s degree in finance from Pennsylvania State University. Jeff is a member of the International Society of Financial Analysis and the Association of Investment Management and Research.
Jeff serves on the board of the Lyford Cay Foundation, and as a Trustee of the Templeton World Charity Foundation.
Mr. Hartch has been a co-manager of BBH Global Core Select since inception. He also co-manages BBH Core Select since October 2005 and an investment partnership that invests in a select number of small and mid-cap providers of essential products and services since 2001.
Mr. Hartch joined BBH in 1996 and became a Partner of the firm in 2010. Mr. Hartch received an A.B. from Harvard University, where he was elected to Phi Beta Kappa. He also received an M.B.A. and J.D. from the University of Michigan.
Kevin Gibson is the Chief Investment Officer of Equity at Eastspring Investments (Singapore) Limited. He joined Eastspring Investments (Hong Kong) Limited in 2004, and relocated to Eastspring Investments (Singapore) Limited in 2008. Kevin oversees eight Equity focus teams.
Additionally, he is responsible for Japan ‘Conservative Value’ strategies. Prior to Eastspring Investments, Kevin was the CIO of HSBC Asset Management (Japan). He also worked for Edinburgh Fund Managers Plc as the Head of Japanese Equities, and UBS Asset Management (formerly Phillips & Drew Fund Management) as a UK fund manager. Kevin has over 26 years of financial industry experience, 20 years covering Japanese equities. Kevin holds a MA from University of Aberdeen, UK (1989).
Nathaniel Dalton is the President and Chief Operating Officer of Affiliated Managers Group, Inc. (AMG), a global asset management company with equity investments in leading boutique investment management firms. Through its Affiliates, AMG manages approximately $617 billion in more than 400 investment products across a broad range of investment styles, asset classes and distribution channels. Mr. Dalton joined the Company in 1996 as its first General Counsel, holding successive leadership positions within the firm until assuming his current role in 2011.
Before he joined AMG, Mr. Dalton was an attorney at Goodwin Procter LLP in Boston, focusing on mergers and acquisitions, including those in the asset management industry. During his tenure at Goodwin Procter, he represented AMG since the time of the Company’s formation in 1993. Mr. Dalton is the founder, President and Chairman of the Board of Guard Support of Massachusetts, Inc. and serves as a Trustee of The Benjamin School. He received a J.D. from Boston University School of Law and a B.A. from the University of Pennsylvania.
Dato’ Cheah Cheng Hye is Chairman and Co-Chief Investment Officer of Value Partners Group. He sets the Group’s overall business and portfolio strategy, and is actively engaged in all aspects of the Group’s activities. In 2007, he led Value Partners to a successful listing in Hong Kong, making it the first and the only asset management company listed in the city. Dato’ Cheah has over 30 years of investment experience and is considered a leading practitioner of value investing in Asia. Prior to founding Value Partners, Dato’ Cheah worked at Morgan Grenfell Group in Hong Kong and had a stint as a financial journalist.
In January 2015, Dato’ CHEAH was appointed a member of the Financial Services Development Council (“FSDC”) by the Hong Kong Special Administrative Region Government, following a two-year term as a member of the New Business Committee of FSDC since 2013. In 2013, Mr Cheah was conferred the title of “Dato’ ” — an honorary title that recognises exceptional individuals — by the government in his home state of Penang, Malaysia.
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 Director of the Metropolis Group, since its inception in 1994. Prior to this, he was a strategy consultant with Bain & Co.
He also founded Rave Technologies, a software business that services clients across a wide range of industries. Simon sold this business to Northgate IS PLC in 2006, delivering a 32% annualised return to investors over a 13 year period. Simon graduated from Bristol University with a BSc in Economics
Prior to founding Astellon, Bernd was a Managing Director at Amber Capital in London, a New York-based event-driven hedge fund, where he had responsibility for investments in Germany, Austria, Switzerland on a country basis and European Financials on an industry-basis. Bernd was also a member of the Global Investment Committee at Amber.
He has over 20 years of experience of investing in German-speaking markets, M&A and Capital Markets. Prior to joining Amber in 2007, Bernd was a Managing Director at Morgan Stanley (London) where he was Co-Head of the Financial Institutions Investment Banking practice for Germany, Austria and CEE. Bernd graduated from Georg-August University of Goettingen with a Masters (Dipl.-Kfm) degree in business and economics.
Ivan is CIO and cofounder of Magallanes. He is among the most respected fund managers in Spain. Before cofounding Magallanes he worked at Santander AM, Aviva and Sabadell Gestión where he delivered superior returns in Spanish and European Equities until mid-2014 of +300% and +45% respectively for the last 12 and 5 years, considerably outperforming their equity benchmarks.)
He holds a Degree in Business Administration and a Master’s Degree in Financial Analysis from the Carlos III University of Madrid. He completed a Value Investing Spring Course at the University of Nebraska in Omaha. He is a CFA Charterholder. Associate professor at the Carlos III University and the Pompeu Fabra University of Barcelona. Awarded the Academic and Professional Excellence Prize by the Social Council of the Carlos III University.
Mason Hawkins is the founder, Chairman and CEO of Southeastern Asset Management, Inc., a $34 billion global investment management firm that employs a long-term, value approach to equity investing. Southeastern is the investment advisor to the Longleaf Partners family of UCITS funds and mutual funds, and also oversees over 150 institutional separately managed accounts.
Founded in 1975, Southeastern Asset Management has been successful throughout the last 38 years by investing for the long term in strong businesses with good people at deeply discounted prices. This investment approach has produced a cumulative investment return more than two and a half times the S&P 500 since 1980. Mr. Hawkins is a recognized leader in the investment industry and has been the recipient of various industry awards throughout his career. He received Institutional Investor’s Lifetime Achievement Award in 2005.
Aled Smith joined M&G in December 2000 as a global equity fund manager. He manages the M&G Global Leaders Fund and the M&G American Fund. Before joining M&G, Aled worked at JP Morgan Asset Management for eight years, four of these as a specialist senior analyst for the media sector. Prior to joining JP Morgan, he was an actuarial consultant for Coopers & Lybrand from 1989 to 1992.
Aled graduated from Lincoln College, Oxford, in 1989 with a BA in mathematics. He is a CFA charterholder.
Andrew Cormie is responsible for managing Asia Pacific portfolios. He has over 30 years of experience and joined Eastspring Investments (Singapore) Limited in 2008. Andrew began his investment career in 1982 with National Mutual Life Association. He subsequently worked as an Equity Dealer for JP Morgan Investment Management in Melbourne and became their Director responsible for Australian Equity and Balanced business in 1987.
In 1997 Andrew became the Head of the Global Equity Team at JP Morgan Investment Management in London. In 2006 Andrew became the founding partner and Director of Voyager Funds Management Pty Limited. Andrew has a bachelor degree in Business Administration from Griffith University, Brisbane and also holds the Australian Securities Institute Diploma.
Richard joined Sun Life as an Investment Analyst specializing in Canadian equities. Following a period as Portfolio Manager for Canadian equities, he was given responsibility for all non-Canadian equity investments at Sun Life’s investment counselling subsidiary, Sunimco. Richard joined AMI Partners in 1989, where he had extensive responsibilities for Canadian equity research.
He then joined Burgundy in February 1995, and was appointed President and Chief Investment Officer in September 1997. In addition to these duties, Richard is responsible for EAFE and Global equity mandates at Burgundy.
Benita Refson, OBE is Chief Executive and Founding Trustee of Place2Be, the award-winning national children’s charity providing integrated, early-intervention support to 64,000 children in over 170 UK schools and offering training and advice for teachers and parents. Place2Be effectively prevents the downward spiral that can lead to low aspirations, poor educational achievement, truancy and exclusion from school. It helps improve attainment and academic progress and builds children’s resilience.
In her role as Chief Executive, Benita has steered and developed Place2Be to become the leading provider of school-based mental health provision. She works full-time for the organisation in a voluntary capacity. Under Benita’s leadership Place2Be has been recognised for the strength of its scalable cost-effective model, the high quality and measurability of its results and demonstrable impact. Economic evaluation has shown that every £1 spent on Place2Be services brings about a return on investment of £6 for society.Benita is a qualified counsellor having trained at Regents College, London and The Westminster Pastoral Foundation and worked with voluntary sector agencies providing counselling to young people for several years before establishing Place2Be.In June 2007 Benita was awarded an OBE ‘for services to Children and Families’ and in 2009 she received an Honorary Doctor of Law from the University East London. In 2010 Benita was awarded The Beacon Judges’ Special Prize for Outstanding Philanthropic Achievement. Place2Be is recognised as “a pioneer in the field of children’s emotional health” (New Philanthropy Capital) and is a leading authority on the provision of school-based mental health services.
Richard Titherington is the Chief Investment Officer and is Head of the Emerging Markets Equity Team based in London. An employee of JP Morgan since 1986, Richard transferred to the Pacific Regional Group in 1994. He was appointed as a managing director in April 2001 and appointed head of the global emerging markets business in December 2001.
Prior to 1994 Richard was a US and international pension fund manager, working in the UK until he transferred to Hong Kong in 1992. Before joining the firm, Richard spent two years as an analyst with UKPI in London. Richard obtained an M.A. in politics, philosophy and economics from Oxford University.
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 from the firm’s London office. Prior to joining Southeastern, Scott managed his own private investment partnership for six years and has over 17 years’ experience in value investing.
Scott graduated from University of Memphis with a B.A. in History and from Covenant Theological Seminary with an M.A. in Theological Studies.
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
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 on investment research and other projects as directed by Mr. Warren E. Buffett.
Prior to joining Berkshire in 2003, Ian worked as an equity analyst covering various basic industries, including homebuilding and building materials, most recently at Goldman Sachs, Inc. Ian completed the CFA program and received his MBA from Columbia University.
It’s absolutely fantastic, the quality of speakers is genuinely world class. It’s very much the Rolls-Royce of the investor conference market.