The 2024 Sohn Monaco Investment Conference featured a series of compelling presentations from leading investment experts, including Damien Dierickx from Exane Asset Management. Dierickx shared his comprehensive investment philosophy and strategy, emphasizing the importance of long-term perspectives in achieving market outperformance. He outlined key strategies, such as investing in long-term winners, identifying cyclical champions, and focusing on transformational investments with one stock in particular in the spotlight.
Damien Dierickx’s Presentation
Investment Philosophy and Strategy
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