London Value Investor Conference Notes 2017: Parames, Roden, Channon & More ~ market folly

Tuesday, May 30, 2017

London Value Investor Conference Notes 2017: Parames, Roden, Channon & More

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