Howard Marks – Oaktree Capita 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…
Rajiv Jain – GQG Partners The Outsider’s View: “Value” Investing Through the Eyes of a Quality Growth Investor Rajiv is the Chairman and Chief Investment Officer of GQG Partners and also serves as the portfolio manager for all GQG Partners…
Matthew McLennan – First Eagle Investment Management 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…
Welcome to the 35th edition of Value Investor Digest In addition to the usual collection of articles of interest to Value Investors we are delighted to announce the launch of a new conference: Value Invest New York – December 4…
David Iben – Kopernik Global Investor Dave is the Chief Investment Officer, Lead Portfolio Manager, Managing Member of Kopernik Global Investors, which he founded in July 2013. From July 2012 through March 2013, Dave managed the $2.7 billion Global Value…
Ben Preston – Orbis Investments 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…
Andrew Wellington – Lyrical Asset Management Andrew Wellington co-founded Lyrical Asset Management and serves as the firm’s Chief Investment Officer and Managing Partner. Mr. Wellington has been involved with active portfolio management for over twenty years. He was a founding member…
Jonathan Mills – Metropolis Capital Jonathan founded Metropolis Capital and has co-managed the Metropolis global equity strategy since its inception in 2008 and the MI Metropolis Valuefund since its launch in 2011. Prior to this Jonathan worked for Bain & Company…
Ronald Chan – Chartwell Capita Ronald W. Chan founded Chartwell Capital in 2007, and serves as Chief Investment Officer and joint Portfolio Manager. He has authored two books: Behind the Berkshire Hathaway Curtain: Lessons from Warren Buffett’s Top Business Leaders…
Nigel Waller – Oldfield Partner 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…
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