Value Invest London

Value Invest New York – December 4th 2018

The inaugural edition of Value Invest New York took place at the Metropolitan Club on December 4 2018. It featured renowned Value Investors from the United States as well as being a showcase for other Value Funds to talk about investment ideas from around the world. The speakers provided valuable insights into the methods and approaches that have made them successful, commented on the investment climate and offered specific investment ideas.



Photos from Value Invest New York 2018



Tuesday, December 4th 2018
7.30-8.30 Registration and Breakfast
8.30-8.40 David Shapiro, Willis Towers WatsonOpening Remarks
8.40-9.10 David Iben, Kopernik Global Investors – The Value of Being Approximately Right in a
Market that Appears to be Increasingly Precisely Wrong
9.10-9.40 Ronald Chan, Chartwell CapitalFinding a Spark in Japan
9.40-10.10 Rajiv Jain, GQG Partners
The Outsider’s View: “Value” Investing Through the Eyes of a Quality Growth Investor
10.10-10.40 Jonathan Mills, Metropolis CapitalFinding a Golden Nugget in a Muddy River
10.40-11.00 Jonathan Boyar, Boyar Value Group – The Investment Case for Orphaned Equities
11.00-11.30 Coffee and networking break
11.30-12.00 Nigel Waller & Andrew Goodwin, Oldfield Partners – Value Investing in an Age of Disruption
12.00-12.30 Robert Hagstrom, EquityCompass StrategiesHow To Become A Self-Transforming Investor: Closing the Gap on an Increasingly Complex Financial World
12.30-1.10 Joel Greenblatt, Gotham Asset Management – If Value Investing isn’t Dead, Where Did it Go?
1.10-2.20 Lunch
2.20-2.40 Ben Preston, Orbis InvestmentsVale: Blue Sky Mine
2.40-3.00 Bernard R. Horn Jr, Polaris CapitalA Snapshot of Global Value Opportunities
3.00-3.30 Álvaro Guzmán de Lázaro & Fernando Bernad Marasse, azValor Asset Management
Buying Deeply Undervalued Real Assets
3.30-4.00 Andrew Wellington, Lyrical Asset ManagementValue Hidden in Plain Sight
4.00-4.30 Richard L. Chilton Jr., Chilton Investment Company
A Private Equity Approach to Investing in High-Quality Stocks
4.30-5.00 Matt McLennan, First Eagle Investment Management – The Value of Scarcity and Resilience
5.00-5.45 Howard Marks, Oaktree Capital
Mastering the Market Cycle: Fireside Chat and Audience Q&A Hosted by Scott Wapner of CNBC
5.45-6.45 Drinks reception






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  • “It’s very much the Rolls-Royce of the investor conference market”
    Paul Scott, Stockopedia
  • “The people in that room were a more powerful cadre of the powerhouse of investment than has been gathered for a very long time”
    Jonathan Ruffer, Ruffer LLP
  • “It’s kind of like Glastonbury isn’t it, for the Value Investing community”
    Nick Train, Lindsell Train
  • “What I like about it is that it is a practitioners conference and it’s an opportunity to come and hear from your peers about the work that they are doing and how they see value investing”
    Hassan Elmasry, Independent Franchise Partners
  • “I think people really look forward to it and enjoy it. There’s a good bunch of people here who have travelled a reasonable way – the speaker after me was from Hong Kong and there’s a big Canadian crew and a big US crew – people come from around the world to see this”
    Nate Dalton, Affiliated Managers Group
  • “If somebody’s already been through that process of seeing what the conference is about and then is willing to pay their money for the effort of coming here, that’s a great filtering process.”
    Gary Channon, Phoenix Asset Management
  • “The conference has become a part of the furniture of the London scene. You can discover that is what lies inside you – that you are innately a value investor.”
    Richard Oldfield, Oldfield Partners
  • “I do speak at a fair number of conferences to investor bases, this one is really quite a good list – some very, very good investors present and some very interesting speakers”
    Jon Moulton, Better Capital
  • “Definitely worth it and I know a number of people who have ‘ummed and arred’ about coming along and I’m sure that they will be regretting that they didn’t come today – and it’s only going to get better as far as I can see”
    Tim Green, Private Investor
  • “Having sat through the whole day as I wanted to come and hear all of the speakers – I’ve been really impressed by the quality”
    Anthony Bolton, Fidelity
  • “I’ve got a bunch of business cards to add to my collection and some folks I’ve been looking forward to meeting, plus some firms I didn’t even know existed but sound really interesting and I’m looking forward to building on that relationship base”
    Mason Morfit, ValueAct Capital
  • “You couldn’t find that anywhere else really, where you’re speaking to the principals who have been voted on to the Board [of Microsoft] to effect change”
    David Shapiro, Willis Towers Watson
  • “What I was impressed with is, because the subject is very similar, value investing, they found a variety of ways of attacking the same subject. I was also very impressed, having done this in another location, of seeing them stay on target time-wise so that it moves along at a great pace and I think the audience is greatly rewarded by that discipline”
    Don Yacktman, Yacktman Asset Management
  • “Very well organised and it was a treat for investors like us to hear some great speakers”
    Roli Saxena, Drona Capital
  • “I came last year and I liked it so much that I have been looking forward to today ever since”
    Dominique Levy, Sonian Capital
  • “We’e got a very sophisticated audience who are used to value investing – I think this is a good audience”
    David Samra, Artisan Partners
  • “The profile of the speakers is one of the main reasons that I came”
    Niels Borgen, Private Investor
  • “When you look at the ideas speakers have put forward in previous years and how they have performed over the last few years, they’ve done very well – if that performance continues it would be quite remarkable. It does show that you can pick up some good ideas at a conference of this sort”
    Jonathan Mills, Metropolis Capital
  • “I came last year as well and I thought that it was the most outstanding event that I have been to”
    Leon Boros, Equity Strategies