London Value Investor Conference Notes 2016: Marks, Eveillard, Montier – MArketFolly has a great summary below are links
– Howard Marks (Oaktree Capital) presentation
– Jean-Marie Eveillard (First Eagle) presentation
– James Montier (GMO) on emerging markets
– Jonathan Mills (Metropolis Capital): long Ryanair
– Philip Best and Marc Saint John Webb (Quaero Capital): 2 long ideas
– Nick Kirrage (Schroder Recovery Fund): long Royal Bank of Scotland
– Alex Wright (Fidelity Special Situations Fund): 2 long ideas
– Michael Keller (Brown Brothers Harriman): long Zoetis and long Perrigo
– Anne-Mette de Place Filippini (Burgundy Asset Management): long Cielo
– Alex Morozov (Morningstar Equity Research): long Elekta
– Dan Abrahams (Alfreton Capital): long Ocado
– Andrew Hollingworth (Holland Advisors): long Exor
– David Iben (Kopernik Global) presentation
– Francois Badelon (Admiral Gestion): long Easyjet
