The 2024 Sohn Monaco Investment Conference featured a series of compelling presentations from leading investment experts, including Damien Dierickx from Exane Asset Management. Dierickx shared his comprehensive investment philosophy and strategy, emphasizing the importance of long-term perspectives in achieving market outperformance. He outlined key strategies, such as investing in long-term winners, identifying cyclical champions, and focusing on transformational investments with one stock in particular in the spotlight.
Damien Dierickx’s Presentation
Investment Philosophy and Strategy
Damien Dierickx opened his talk by emphasizing the importance of long-term investment strategies. He outlined three main ways...
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