Below are notes from the recent 2017 London Value Investor Conference. Each link takes you to that speaker's presentation. Enjoy!
London Value Investor Conference Notes 2017
Francisco Garcia Parames (Cobas Asset Management): Long Teekay Corp and Teekay LNG
Stuart Roden (Lansdowne Partners): His talk on investing
Gary Channon (Phoenix Asset Management): Long Easyjet
Steve Romick (FPA Funds): Loan to Sears Canada
Nick Train (Lindsell Train): Long Diageo
Django Davidson (Hosking Partners): Talk on the consumer
Kevin Murphy (Schroders): Long Standard Chartered
Alex Wright (Fidelity Special Situations Fund): Two long ideas
Michael Keller (Brown Brothers Harriman): Long Wendel SE
Jonathan Boyar (Boyar Value Group): 4 long ideas
Ben Preston (Orbis): Long Samsung SDI
Charles Heenan (Kennox Asset Management): Long Texwinca
Joe Bauernfreund (Asset Value Investors): Long Wendel
Ronald Chan (Chartwell Capital): Long Far East Consortium
Rhys Summerton (Milkwood Capital): Long John Menzies
Filip Weintraub (Skagen Funds): Long Taiheiyo Cement
Tuesday, May 30, 2017
London Value Investor Conference Notes 2017: Parames, Roden, Channon & More
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