Today we're pleased to present notes from the 2013 London Value Investor Conference. The event features well known investors presenting investment ideas and insight in order to benefit children's charities The SMA Trust and Place2Be. Summaries of each presentation are linked below:
Notes From 2013 London Value Investor Conference
Howard Marks (Oaktree Capital): The sweet spot in corporate bonds
Michael Price (MFP Investors): On investment process & 2 long ideas
James Montier (GMO): Latest asset allocation model
Gary Harding (Winton Capital): Key value metrics to focus on
Anthony Bolton (Fidelity China Special Situations Fund): On investment process & China
Gary Channon (Phoenix Asset Management): Long Glaxosmithkline
Richard Oldfield (OldfieldPartners): Long Nokia & long Hitachi
Simon Denison-Smith (Metropolis Value Fund): Long Cisco Systems & J. Smart
Ian Lance & Nick Purves (RWC): Effectiveness of value investing today & 1 long idea
Jeremy Hosking: Long AIG & long US Airways
Richard Titherington (JP Morgan): Emerging market opportunities
Monday, May 13, 2013
Notes From the London Value Investor Conference 2013: Marks, Price, Montier & More
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