The 2024 London Value Investor Conference is in the books, bringing with it many interesting presentations from some of the world's best value investors. The list of speakers included Joel Greenblatt of Gotham Asst Management, Peter Davies of Lansdowne Partners, Sarah Ketterer of Causeway Capital, Gary Channon of Phoenix Asset Management, and many others.
Let's take a brief look at some of the most interesting presentations.
Alex Roepers, Atlantic Investment Management
Roepers targets companies with a market capitalization between $2 billion and $20 billion. He explained that anything less than $2 billion is illiquid, while anything over $20 billion will offer diminished added value. Roepers also noted that it's...
