Christopher Hohn is the founder of a hedge fund called The Children’s Investment Fund based in London. Through donation of the hedge fund’s profits he endowed the Children’s Investment Fund Foundation (CIFF), which today has over $5 billion in assets. CIFF is focused on improving the lives of children in poverty in sub-Saharan Africa and India.
Key areas of focus include climate change, family planning, malnutrition, neglected tropical diseases and anti-human trafficking work. He has an MBA (high distinction) from Harvard Business School. Areas of Giving: Environment, Health and Global Development.
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 non-executive director of Oxford Sciences Innovation plc, a company that invests in, develops and advises spin-out companies established to exploit and commercialise intellectual property developed by Oxford University. Lansdowne Developed Markets Master Fund Limited and Lansdowne Developed Markets Strategic Investment Master Fund Limited hold shares in Oxford Sciences Innovation plc. Peter has a first class honours degree in Philosophy, Politics and Economics from Oxford 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. 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) and the Rotman Women in Management Association Top 10 Award (Entrepreneur Category, 2015).
Kim is on the board for the Brandes Institute, Ontario Arts Foundation and United Corporation. She is a member of the C.D. Howe Institute’s National Council and the CFA Institute Board of Regents (previously served as its chair) and is a past President of the CFA Society Toronto. Kim serves as a board member with the Canadian Coalition for Good Governance and previously 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.
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.
Albert H. Yong is a Managing Partner and the CIO of Petra Capital Management. Mr. Yong has more than 20 years of experience of investing in Korea. Mr. Yong utilizes a disciplined and patient deep value investing approach to seek superior risk-adjusted returns with limited volatility and bases his investment decisions on detailed, research-based analysis and thorough due diligence.
Mr. Yong believes that the Korean stock market currently offers compelling value investing opportunities for international investors. Prior to co-founding Petra in 2009, Mr. Yong was a Managing Director and the CIO of Pinnacle Investments and a Portfolio Manager of Pan Asia Capital where he was in charge of managing the Korean equity portfolio. Mr. Yong received his MBA from the UCLA Anderson School of Management and his BS in Electrical Engineering from Seoul National University.
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 $300 million 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.
Mr. Korngiebel is a portfolio manager on all Boston Partners Emerging Markets strategies, including Boston Partners Emerging Markets Equity and Emerging Markets Long/Short Equity. He also serves as a supporting member of the greater Global Equity team, providing input on idea generation for various international and global portfolios.
Mr. Korngiebel joined the firm from Deccan Value Advisors, which he co-founded, and prior to that he worked at Brandes Investment Partners. Both firms are dedicated to global value investing. Mr. Korngiebel holds a B.A. from Bowdoin (Phi Beta Kappa), M.A. degrees from Harvard and St. Johns College, and an M.B.A. degree from Northwestern (Beta Gamma Sigma). He holds the Chartered Financial Analyst® designation and has nineteen years of investment experience.
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.
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.
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 value.
Mr. Lee is also constantly on the lookout for mispricing opportunities and special situations where investors can profit handsomely from a subsequent change of valuation. Prior to co-founding Petra in 2009, he was a Director/Head of M&A at Hana Financial Investment. 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 University of California at Berkeley where he was a member of Beta Gamma Sigma.
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.
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.
Richard Oldfield is Executive Chairman of Oldfield Partners, which he founded in 2005, after 9 years as Chief Executive of a family investment office. Prior to this, he was director of Mercury Asset Management plc, which he joined in 1977.
He became Chairman of the Oxford University investment committee and Oxford University Endowment Management Ltd in January 2007, was Chairman of Keystone Investment Trust plc from 2001 to 2010 and is a director of Witan Investment Trust plc. He is the author of “Simple But Not Easy”, a “slightly autobiographical and heavily biased” book about investing.
Tom Beevers is the CEO & Co-founder of StockViews. 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 StockViews 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.
Mark Beaumont has become a household name through his documentaries about ultra endurance and adventure. Having smashed the circumnavigation cycling World Record twice in his career, he now holds this 18,000 mile title in a time of 78 days and 14 hours, averaging 240 miles a day.
His epic documentaries have taken viewers to over 100 countries, into the Arctic, the high mountains and around the Commonwealth, also surviving capsize in the mid-Atlantic. A career like this is not possible without building dedicated teams and a business to support. Mark has taken this experience and works with a portfolio of corporates as an ambassador and mentor. Outside of sports, media and business, Mark’s interests include supporting BuildX, which is an organisation that this conference is supporting through their Buildher project.
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).
It’s absolutely fantastic, the quality of speakers is genuinely world class. It’s very much the Rolls-Royce of the investor conference market.