“Never invest in any company that makes anything out of metal” and other pearls of investing wisdom!
The good and the great of the investment management world gathered this week for the London Value Investor Conference. This is a superb gathering of top fund managers who happily impart much investing wisdom to attendees, many of whom are also managing sizeable investment pots. There were plenty of stock tips offered up…
This year’s speakers included the following: Nick Train – Lindsell Train c£6bn Assets under management (‘AuM’) Stuart Roden – Lansdowne Partners c£14bn AuM Francisco García Paramés – Cobas Asset Management c€1bn Steve Romick – FPA Funds c$30bn AuM Gary Channon – Phoenix Asset Management c£1bn AuM Ronald Chan – Chartwell Capital Alex Wright – Fidelity Special Situations Fund £3.1bn AuM Joe Bauernfreund – Asset Value Investors, British Empire Trust c£5bn ….you get the picture The moderators were Anthony Bolton, who ran the Fidelity Special Situations Fund for 28 years, David Shapiro, Portfolio Manager for the Global Equity Focus Fund at…