Value Investing

London Value Investor Conference Notes 2016: Marks, Eveillard, Montier

London Value Investor Conference Notes 2016: Marks, Eveillard, Montier – MArketFolly has a great summary below are links

Howard Marks (Oaktree Capital) presentation

Jean-Marie Eveillard (First Eagle) presentation

James Montier (GMO) on emerging markets

Jonathan Mills (Metropolis Capital): long Ryanair

Philip Best and Marc Saint John Webb (Quaero Capital): 2 long ideas

Nick Kirrage (Schroder Recovery Fund): long Royal Bank of Scotland

Alex Wright (Fidelity Special Situations Fund): 2 long ideas

Michael Keller (Brown Brothers Harriman): long Zoetis and long Perrigo

Anne-Mette de Place Filippini (Burgundy Asset Management): long Cielo

Alex Morozov (Morningstar Equity Research): long Elekta

Dan Abrahams (Alfreton Capital): long Ocado

Andrew Hollingworth (Holland Advisors): long Exor

David Iben (Kopernik Global) presentation

Francois Badelon (Admiral Gestion): long Easyjet

More via http://www.marketfolly.com/2016/06/london-value-investor-conference-notes.html#ixzz4AN8Kfvu1

 

London Value Investor Conference

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