Value Investor Conference and Quality-Growth Investor Conference

At the 2025 Value Invest New York (VINY) Conference, Andrew Wellington shared Lyrical’s “Finding the Gems Amid the Junk” investment approach. The presentation explored why you DON’T want to get your value from an index and how investors can look past brand bias and sector labels to find opportunities others miss. Couldn’t make it? You can still explore some of these key insights in our "Gems Amid the Junk" paper by clicking here: https://lnkd.in/eCZX3swV

Our Deputy CIO Alissa Corcoran, CFA was recently featured in Value Investor Insight, where she shared why Kopernik views gold mining companies and emerging markets like South Korea as attractive value investment opportunities. Read the full article below. #valueinvesting #emergingmarkets #gold #mining

For Kopernik, volatility presents opportunity. Our CIO and Lead Portfolio Manager David B. Iben, CFA spoke to Institutional Investor on why people should not be quick to rush back into most U.S. stocks. Dave highlights that the U.S. still remains expensive compared to Japan, Europe, South Korea, Brazil. Fundamentals-based investors can find exceptional companies that are inexpensive on multiple metrics, trading below the level we saw in 2007. Read the full article here: https://lnkd.in/eHWFvyVx #valueinvesting #emergingmarkets #tariffs 

As we look forward to the LVIC next month, here’s a look back at one of the highest rated presentations at the London Value Investor Conference in May 2024. Here’s a short clip of the presentation from Brian McCormick from Jupiter Asset Management with his compelling and detailed thesis on Caledonia Plc. You can pick up great investment ideas from the managers who present at the LVIC. #valueinvesting

The Quality-Growth Investor Conference in New York City was a resounding success. A heartfelt thank you to all the speakers, their teams, and the dedicated Moderators for their exceptional contributions. Gratitude also extends to the delegates at this inaugural event. Mark your calendars! The next stop is London on September 25th for QG 2025, followed by a return to New York City in March 2026. #QualityGrowth #InvestorConference

It’s so fun to see amazing people from different worlds come together! At the Quality Growth and Value Investor Conference this week in NYC organized by Robert Hunter, I heard many stock ideas from investors who I greatly admire. The conference overall was phenomenal. Quite a bonus being able to hang out with old friends from Hong Kong like Andrew Dougherty at the same time. And being able to be with fellow BYU alumni Hunter Blalack and Elias Erickson Meanwhile, who is volunteering at the Conference? Former Young Investors Society All-Stars - Carl Lu Michael Que and Mehul Singh who are now at NYU studying Finance. Amazing! Serendipity moments are the best ✨

In March, our CIO and Lead Portfolio Manager David B. Iben, CFA spoke at the Value Invest New York 2025 conference about Kopernik’s approach to value investing. In his presentation, Dave explored the “shallowness” of the market—both because investors have been blindly chasing what they perceived to be the next great thing and because a staggering amount of money has been flooding into a small number of stocks. While the market isn’t necessarily wrong to perceive beauty from this perspective, they are willing to pay huge premiums for it. Meanwhile, there are many attractive investment opportunities left behind for active value investors who are willing to look deeper. #ValueInvestNewYork #valueinvesting #opportunity #perception

International Value Group portfolio managers David Samra and Anand Vasagiri took the stage at the Value Investor Conference and Quality-Growth Investor Conference in March. They shared insights into how the team’s investment philosophy helps navigate today's market challenges—and why periods of uncertainty often create opportunities for diligent investors.

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