London Value Investor Conference 2025: Ideas From Alex Roepers, Oldfield, Causeway And More

HFA Staff

Published onMay 21, 2025

The annual London Value Investor Conference took place on Wednesday May 14^th in Westminster. Hedge Fund Alpha has extensive coverage of the event which can all be found on this post.

Table of Contents

UPDATE: 5/20/2025 6:26AM EST – Our entire 101 page report on the London Value Investor Conference can be found at the very bottom of this page in both plain vanilla and interactive PDF format. You can browse through the 30+ stock pitches one by one by checking the links listed below or scroll to the very bottom of this post to view our full coverage in a PDF format which you can read online, print or download. We hope you enjoy!

Some great presentation titles from the event are below, plus two dozen plus stock pitches in addition to a fireside chat and audience Q&A’s with Sebastian Lyon and Anthony Scaramucci.

The speaker line-up includes Schroders, Oldfield Partners, SkyBridge Capital, Troy Asset Management, Artisan Partners, Kopernik, Kennox, Latitude Investment Management, Mondrian, Atlantic Investment Management, Pacific Asset Management, Causeway Capital, Phoenix, Boyar Value Group and Holland Advisors.

Also see our 170 page PDF report from the 2025 Sohn New York Conference

London Value Investor Conference 2025 Agenda

Also see notes from the 2025 New York Sohn Conference which took place the same day as the London Value Investor Conference.

See the a round up of the best stock picks from the 2025 London Value Investor Conference here.

The following session are Moderated by Richard Oldfield

8.40–9.00 – Richard Oldfield – Oldfield Partners – Opening Remarks
9.00–9.30 – Simon Adler – Schroders – Learning Hard Lessons – see notes from the presentation here
9.30–10.00 – Dan O’Keefe – Artisan Partners – The Arthur Miller Moment. Dan explains a key opportunity in the energy sector and specifically one oil stock. See notes here.
10.00–10.30 – Alissa Corcoran – Kopernik Global Investors – Not Dead Yet. The Immortality of Value Investing. Some very interesting insights on emerging markets and the crowding of growth. Corcoran explains which value stocks she likes in emerging markets.
10.30–10.50 – Charles Heenan – Kennox Asset Management – Kennox Value: The First Three Decades. Charles notes some very cheap stocks which almost no one is looking at. One only publishes financials in Korean and has cash equal to 100% of market cap. See the notes here.
11.30–11.50 – Freddie Lait – Latitude Investment Management – Growth Within the Margin of Safety. He pitched three stocks and gave a detailed analysis in particular of one brokerage firm, which he says has an incredible moat. See the presentation here.
11.50–12.10 – Alex Roepers – Atlantic Investment Management – Concentrated Mid-cap Value Investing – Four Compelling Stocks. Two stocks are French and two are American. The full presentation can be found here.
12.10–12.30 – Jonathan Spread – Mondrian Investment Partners – Surviving the Cycle: Driving Long-Term Returns With Defensive Value Investing. Interesting thesis on a Swedish supplier of goods required in almost every country and is in the midst of massive growth, plus has some cushion against tariffs and a recession. See Spread’s stock pitch here.
12.30–12.50 – Kamil Dimmich – Pacific Asset Management – Value Investors Take the Bus: You Wait a Decade and Then Two Come Along! Interesting analysis of bus infrastructure in Brazil and China and two stocks which could be big winners in this sector, all at low valuations. See Dimmich’s thesis here.

The following session are Moderated by Richard Oldfield and Lucy Walker

2.00–2.40 – Sebastian Lyon – Troy Asset Management – Fireside Chat and Audience Q&A with Richard Oldfield. Sebastian discusses risk management, current positioning, and how long only managers can produce positice returns during market crashes. See Lyon’s thesis here.
2.40–3.10 – Sarah Ketterer – Causeway Capital Management – Deep Research, Decisive Action: An Active Approach to Value Creation. She pitched four stocks – mostly international and all quality businesses at low valuation. This was our favorite presentation from the 2025 London Value Investor Conference. See the pitch here.
3.10–3.40 – James Wilson – Phoenix Asset Management Partners, The Huginn Fund – Heavy Crude & Hefty Returns. Wilson has 20% of his portfolio in one Canadian oil stock. He thinks its an incredible opportunity and misunderstood. See notes from the pitch here.

The following sessions are by Lucy Walker

4.10–4.30 – Jonathan Boyar – Boyar Asset Management – Finding Opportunities in Trophy Assets and Non-Traditional Value. Boyar presents a compelling thesis for trophy assets and why they almost never trade at a discount. His pitch can be found here.
4.30–4.50 – Andrew Hollingworth – Holland Advisors – “It Takes One to Know One” – on how companies develop a competitive advantage and why this UK fintech company could be the next Amazon. See the full pitch here.
4.50–5.30 – Anthony Scaramucci – SkyBridge Capital – Virtual Fireside Chat and Audience Q&A with Jonathan Boyar. “The Mooch” discussed geopolitics and why the bond market is Trump’s biggest enemy right now. See the chat here.