Value & Quality-Growth Investor Conferences

One week to go until 300+ investors gather in London for the third annual Quality-Growth Investor Conference. The conference will feature Nick Train, James Anderson, Rebecca Irwin and many other practitioners of the approach. There will be more than 15 investment ideas presented in detail through the day. We hope you can join us - view the agenda and register here: https://lnkd.in/gUhsKwJS Any questions? Email us at contact@qualitygrowthinvestor.com

Last week, our Emerging Markets portfolio manager Kunal presented at the London Value & Quality-Growth Investor Conferences, sharing key insights on the dynamic growth opportunities across the Emerging Markets. His presentation has been featured in recent Hedge Fund Alpha articles, where he discusses: ◾ Asia’s Growth Potential: Highlighting sectors like technology, consumer goods, and healthcare in key Asian markets, which continue to drive sustainable growth despite macroeconomic challenges. ◾ India's Rising Influence: With India’s growing tech ecosystem and outsourcing sector, we see long-term opportunities for investors seeking high-quality growth. Read more here: https://lnkd.in/ek7wq5km & https://lnkd.in/enURMTAB #EmergingMarkets #AsiaGrowth #HedgeFundAlpha #QualityGrowth #CaitalAtRisk

We are looking forward to the third annual Quality-Growth Investor Conference next week on Tuesday 1st October. The final agenda has now been announced and is also on the QG Agenda page: https://lnkd.in/ePyufyJW Not long to go and the QG team are looking forward to welcoming all speakers and delegates next week. If you have not attended before and are not sure what to expect, there's a preview video for 2024 and an overview video of the QG 2023 on the event website here: https://lnkd.in/gUhsKwJS Any questions? Email us at contact@qualitygrowthinvestor.com Fabio Cecutto, CFA WTW, LINDSELL TRAIN LIMITED, Rebecca Irwin Jennison Associates, Christopher Rossbach J. Stern & Co., Laure Negiar, CFA COMGEST, Simon Brewer The Money Maze Podcast, Andrew Brenton Turtle Creek Asset Management, Will Low Nikko Asset Management Group, Kunal Desai, CFA GIB Asset Management, Stephen Yiu Blue Whale Growth Fund, Ronald Chan Chartwell Capital, Angela Wu Artisan Partners, Sustainable Growth Advisers, LP, Stephanie Niven Ninety One, Lingotto

Less than a month to go until the third annual Quality-Growth Investor Conference. Here's the preview video for the event on of 1st October. You can register your place on the website: https://lnkd.in/gUhsKwJS

We are delighted to announce that James Anderson will speak at the Quality-Growth Investor Conference on 1st October. James Anderson joined Lingotto in April 2023 as Managing Partner and CIO of the Lingotto Innovation Strategy. James brings with him 40 years of investing experience. Prior to joining Lingotto, James was a Partner at Baillie Gifford from 1987 until 2022. He led Baillie Gifford’s flagship fund, the Scottish Mortgage Investment Trust from 2000 until his departure. He led much of the firm’s growth strategy for the past few decades as co-manager of several additional funds... Read his full bio and see the QG speaker line-up here: https://lnkd.in/eZd9tSQv

https://lnkd.in/eTBe2KN5

We are delighted to share this interview with Alex Roepers from Atlantic Investment Management, Inc. We sat down with Alex after he came off stage at the London Value Investor Conference 2024. In the interview Alex details the two stock picks he presented as part of his presentation, plus plenty of other insights including on money-management and competitive yacht racing - with both being “a game of inches” “I talked about two stocks. One of them is Weatherford International, it’s a US based energy services company which is about $9bn in market cap. It is a company that came out of a terrible period of distress, that over-acquired and had too much debt - went nearly bankrupt. It got new management, cleaned up the balance sheet and about a year ago we thought it was very, very attractive. It has gone up 100% since then and today it is still trading at 6x EV/EBITDA - and we think there’s another 50-60% upside from here.” #valueinvesting

We are delighted to share this interview with Alex Roepers from Atlantic Investment Management, Inc. We sat down with Alex when he came off stage at the London Value Investor Conference 2024. In the interview Alex shares his two stock-picks presented during his presentation and other insights on money management and professional yacht racing - with both being "a game of inches". "I talked about two stocks: one of them is Weatherford International. It’s a US-based energy services company which is about $9bn in market cap. It is a company that came out of a terrible period of distress, that over-acquired and had too much debt and went nearly bankrupt. It got new management, cleaned up the balance sheet and about a year ago we thought it was very, very attractive. It has gone up 100% since then and today it is still trading at 6x EV/EBITDA - and we think there’s another 50-60% upside from here - so that’s why I recommended it.” #valueinvesting

Value Investor Digest - Issue 60 - July 2024: https://lnkd.in/ezWzM35T We are delighted to release the latest edition of Value Investor Digest. In this instalment we feature the London Value Investor Conference 2024 Overview Video, a Money Maze Podcast with Per Lekander, The Value Perspective live at the LVIC, a Howard Marks memo titled “The Folly of Certainty”, an FT article on the FTSE 100s “Magnificently Unglamorous Seven”, a Harvard Business Review article on how Starbucks devalued its brand, an eVestment report on Active Manager Outperformance in 2024, investor letters from Jonathan Ruffer and Andrew Hollingworth – plus a CFA Society Talk on what investors can learn from Evolutionary Biology. You can read the full issue online at the link below: https://lnkd.in/ezWzM35T #valueinvesting

This London Value Investor Conference 2024 Overview Video (long-version) was uploaded to the LVIC Video Insights page last month. For more video insights including full interviews with the speakers and soon-to-be-shared clips from LVIC 2024 presentations, make sure you’ve signed up for updates here: https://lnkd.in/e_M4URFM Also - here are our two remaining conferences in 2024: Quality-Growth Investor Conference - 1st October 2024: https://lnkd.in/gUhsKwJS Value Invest New York - December 2024 (Date TBC): https://lnkd.in/eSRw8Q-E #valueinvesting