London Value Investor Conference Notes 2016: Marks, Eveillard, Montier & More ~ market folly

Wednesday, June 1, 2016

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

The 2016 London Value Investor Conference recently concluded and we've assembled notes from the event.  Click the links below to go to a summary of each speaker's presentation:


Notes From 2016 London Value Investor Conference


- 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


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