Today at the Ben Graham Centre’s 2025 Value Investing Conference, Robert Gill, Portfolio Manager at Fairbank Investment Management, gave a practical and personal walk-through of his firm’s investment process—one that blends rigorous bottom-up research with a long-term, quality-first value philosophy.
Gill kicked things off with a story about how he got into value investing—it started, of all things, through ice hockey. As an 8-year-old, he joined a local team in Toronto named “Fairbank.” One of his teammates, Andrew Watson, had a father—John Watson, a seasoned value investor and founder of Fairbank Investment Management. Growing up around the Watson household, Gill was exposed early to the teachings of Benjamin Graham and Warren Buffett, and the concept of buying $1...