Value Investor Conference and Quality-Growth Investor Conference

Here are both agendas for the conferences in New York next week: 📅 Value Invest New York - March 26: https://lnkd.in/dZAmDq33 📅 Quality-Growth Investor Conference - March 27: https://lnkd.in/ev9gtgHi Secure your spot by registering before tomorrow!

The London Value Investor Conference is excited to welcome Lucy Walker from AM Insights as the newest Moderator for the upcoming event on May 14th. Lucy will be joining Richard Oldfield and Simon Brewer as a Moderator at the LVIC 2025. We appreciate Lucy's participation and contribution to the conference. For more information about Lucy, please visit her bio on the LVIC website: https://lnkd.in/eXtzWQ_K #valueinvesting

The latest episode of 'The Value Perspective' podcast 🎙️ is out! First of a two part episode covering the New York 🗽Value and Quality & Growth conferences a few weeks ago. The first episode features prominent value investors presenting throughout the day, alongside market practitioners attending the conference. They share their insights on the market, the ongoing battle between active and passive investing, market flows, momentum, and the best risk/return opportunities they identified globally two weeks ago. Available on all podcast platforms. Special thanks to Robert Hunter for inviting us. Andrew Williams David Salem Jim Osman Jonathan Boyar Bob Robotti Richard Pzena Dean Papas Samantha McLemore, CFA Ben Beneche, CFA Gurdeep Bumbra, CFA Bartłomiej Dziedzic Django Davidson David B. Iben, CFA Dan Mikulskis Gwin Myerberg Value Investor Conference and Quality-Growth Investor Conference

For those wanting to catch up on the highlights from the recent Value Invest New York conference, Jonathan Boyar has put together a round-up of his key takeaways. Read the full piece below, which includes a summary of Portfolio Manager Django Davidson’s session, where he covered the capital cycle case for PGMs and explained why we see massive capital expenditures by Big Tech to support LLM development as a warning sign. Thanks for the write-up, Jonathan! https://lnkd.in/eyWXRSHF Value Investor Conference and Quality-Growth Investor Conference

🎙️ LIVE in NYC — Two conferences. Two packed days. One unforgettable experience! Last week, Juan Torres and I brought The Value Perspective podcast to New York City for something truly special: two LIVE episodes recorded across the Value Investor Conference and Quality-Growth Investor Conference 🗽🎤 📍 New York Value Invest 📍 Quality-Growth New York Over the course of 48 hours ⏱️, we spoke to many of the speakers and a number of insightful delegates 💬 — capturing candid, thought-provoking conversations right from the floor. These special episodes will give listeners a real glimpse into the atmosphere, ideas, and energy ⚡ of both events. 🙏 Huge thanks to everyone who joined us on the mic, and to Robert Hunter for making this possible. 🎧 The first of these special episodes — covering the Value Investing conference — drops on April 7th. 🔎 Search for 'The Value Perspective' wherever you get your podcasts📱 In the meantime, here’s a peek behind the scenes 👇📸 #TheValuePerspective #NewYorkCity #ValueInvesting #GrowthInvesting #Conferences #Podcasting

A huge pleasure to spend some time talking with a genuine legend of UK and Global investing, Nick Train. Tom Grady and I sat down with Nick to talk about his fascinating journey over the last 30 years.

Thank you to all the speakers, moderators, and delegates for making Value Invest New York a success last week. We are excited to march on to the London Value Investor Conference next month and eagerly anticipate our return to New York next year. #valueinvesting

Great engagements at the Quality-Growth NY Investor Conference! Our very own David Souccar led an insightful discussion about international equity markets, reminding us of the quality opportunities that lie beyond our borders. Thank you, David, for your invaluable insights. 👏 #Vontobel

Great engagements at the Quality-Growth NY Investor Conference! Our very own David Souccar led an insightful discussion about international equity markets, reminding us of the quality opportunities that lie beyond our borders. Thank you, David, for your invaluable insights. 👏 #Vontobel

It was a pleasure to take part in this year’s Value Invest Conference in New York as the value investor community marked the arrival of a ‘Value Spring’.    Portfolio Manager Django Davidson was joined by Gwin Myerberg to fly the Hosking Partners flag in the Big Apple and spoke to attendees all about the opportunity our Capital Cycle approach has identified in Platinum Group Metals (PGMs).   Django discussed how following a decade of underinvestment into new supply we believe the industry is primed to benefit from a significant tailwind, which will only be boosted if the EV revolution is not as speedy as previously projected. He also shared insights into our PGM basket and discussed how our diversified approach allows our portfolio to invest where others cannot – all while finding links to Dolly Parton! Thank you to the event organisers for a great day. Check out some photos below! Value Investor Conference and Quality-Growth Investor Conference   #ValueInvest #InvestmentConference #NewYork