The Quality-Growth Investor Conference 2025 is in the books, and as always, it brought some interesting stock picks from many reputable managers. Here’s a roundup of some of the best commentary from the conference.
David Souccar, Vontobel
Vontobel’s David Souccar pitched U.K.-based Games Workshop and mining equipment provider Epiroc.
Games Workshop
He said Games Workshop has a fanatic customer base of over 3 million players. Its flagship game is Warhammer, a science fiction/ fantasy title that addresses the same audience as Star Wars.
Games Workshop’s customers purchase games and assemble characters to play, also buying individual parts and painting them. Additionally, the company licenses its brands for games...