The 2024 Sohn Monaco Investment Conference showcased insights from leading investment experts, including Gert Steens, Portfolio Manager at Sterling Strategic Value Limited (SSVL). In his presentation, Steens detailed SSVL's investment philosophy, which targets undervalued small and mid-cap companies across Europe through a strategy of constructive activism. By engaging collaboratively with these companies, SSVL aims to drive strategic changes that unlock substantial value.
Gert Steens’ Presentation
Sterling Strategic Value Limited (SSVL) Overview
Gert Steens, head of research at SSVL, presented the firm’s investment approach, which focuses on undervalued small and mid-cap companies in Europe. SSVL practices a form of constructive activism, working behind the scenes to implement changes that unlock value.
Gert was introduced by his colleague Giulia as follows...
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