Notes from a presentation at the Ben Graham Centre’s 2024 Value Investing Conference, which took place on Wednesday, 10th April 2024 at the Ritz Carlton, Main Ballroom, 181 Wellington St. W., Toronto, ON.
Scott Barbee at the 2024 Value Investing Conference
Scott Barbee has been a portfolio manager at Aegis Value Fund since its inception in 1998. He also holds the controlling share in the Aegis Financial Corporation. Before that he was an analyst at Simmons & Company, and later as a generalist with a deep value advisor with Donald Smith & Company.
Value Investing In Small Cap Market
He started his presentation by explaining the investment approach in Aegis Value Fund. The managers are focused on identifying when markets...

