Home Value Investing RV Capital Investor Day & Emerging Manager Day 2017

RV Capital Investor Day & Emerging Manager Day 2017 [Videos]


Rob describes how he became a fund manager and some lessons picked up on the way.

2016 Hedge Fund Letters

RV Capital Emerging Manager Day 2017 – Part 1

RV Capital Emerging Manager Day 2017 – Part 2

Rob moderates Q&A with a panel of investors drawn from family offices and endowments.

RV Capital Investor Day 2017 – Question on RV’s competitive advantage

RV ID 2017 – Question on when to sell

RV ID 2017 – Question on innovation

Question on innovation and the opportunity set in large vs. small companies

RV ID 2017 – Question on Baidu, Google and Tencent

Question on Baidu which led to a discussion of Google and Tencent

RV ID 2017 – Question on Trupanion

RV ID 2017 – Question on paying a high multiple for Facebook

RV ID 2017 – Questions on Novo, and India and China

A two part question on Novo and the risk of commoditisation in the insulin space, and one on investment opportunities in India and China

RV ID 2017 – Questions on identifying innovation and Grenke

A two part question on innovation and how to identify it ahead of time, and on Grenke

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