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.
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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.
