At the London Value Investor Conference 2025, James Wilson of Phoenix Asset Management Partners spoke on the topic of "Heavy Crude & Hefty Returns", where he discussed the firm’s investment in a Canadian oil company, highlighting the long-term case for Canadian oil sands and reflecting on personal lessons learned, particularly the challenge of selling too early.
Gain premium access to NY Sohn's top ideas—save 20% with code CONFERENCE20.
2025 London Value Investor Conference - James Wilson
We are in the business for 17 years. Global equity fund. 93% return since inception in 2018, 66% market outperformance.
What are the biggest mistakes? I am bad at selling. I sell too early. I recommend reading our letter to investors. They are on our website. So are our podcasts.
Login required to continue reading.
Setup a free account to get access to this article (no credit card required).
View Full Article
