Firmly established as Asia’s premier investment conference, the Credit Suisse Asian Investment Conference (AIC) attracts more than 2,000 institutional and high net worth investors from around the globe to Hong Kong, seeking tomorrow’s opportunities today. What the heck does this have to do with value investing isn’t it massive group thinking which infact is the exact opposite? EXACTLY! See my post on contrarian investing here specifically about the AIC and you will understand the point of the videos ( I only embedded a few the rest are on the sidebar of youtube). Once you do you may also want to check out the AIC website for further details!
Michele Ragazzi's Giano Capital returned 1.9% for March, taking the fund's year-to-date performance to 1.7%. Since its inception, Ragazzi's flagship fund has produced a compound annual return of 7.8%. According to a copy of the €10 million fund's March update, a copy of which ValueWalk has been able to review, Giano's most significant investment at Read More