The 11th annual London Value Investor Conference will take place on Wednesday, May 15th, 2024, in Westminster. If you want to attend then you need to register now.
We have a fantastic line-up this year including Joel Greenblatt, Peter Davies, Gary Channon, Sarah Ketterer, Alex Roepers, Ian Lance and twelve other managers - which includes 10 speakers who have never been on stage at the LVIC before.
Also check out our coverage of the 2024 Value Investing Conference.
The managers will give valuable insights on the strategies and methods that have led to their success, as well as commentary on the current investment climate and there will be more than 15 investment ideas presented in detail at the LVIC this year.
This year the conference will also hold its first Panel Session since 2012 - which was the inaugural LVIC - it will be on the subject of UK Equities, the session will be hosted by Simon Brewer.
The full line-up with presentation titles is below along with the LVIC 2024 Preview Video.
London Value Investor Conference 2024 Agenda
- 7:30am-8:30am - Registration and Breakfast
- 8:30am-8:40am - Opening Remarks
- Richard Oldfield – Oldfield Partners
- 8:40am-9:10am - Emerging Markets Value Investing: Pride and Prejudice
- Juan Torres & Vera German – Schroders
- 9:10am-9:30am - Compelling Value Stocks
- Alex Roepers - Atlantic Investment Management
- 9:30am-10:00am - Fossilised Value in a Crazy World
- Cole Smead – Smead Capital Management
- 10:00am-10:20am - Unloved Stocks in an Unloved Market
- Simon Gergel – Allianz Global Investors
- 10:50am-11:10am - Does Cheap Mean Mispriced?
- Clive Gillmore – Mondrian Investment Partners
- 11:10am-11:40am - Value in Disguise: The Cash Flow Transformation
- Sarah Ketterer – Causeway Capital
- 11:40am-12:00pm - A Pragmatic Value Approach to Navigating Change
- Jacob Mitchell – Antipodes Partners
- 12:00pm-12:30pm - The Capital Cycle Approach: Five Decades of Bubble-Avoidance and Unearthing Gems
- Django Davidson – Hosking Partners
- 1:30pm-2:10pm - Big in Japan: Templeton, Buffett and Tennessee
- Andrew McDermott – Mission Value Partners
- 2:10pm-2:40pm - The Return of the Total Return Kings
- Ian Lance – Redwheel
- 2:40pm-3:00pm - Searching for Protected Value
- Brian McCormick – Jupiter Asset Management
- 3:30pm-4:30pm - Panel on UK Equities hosted by Simon Brewer
- Peter Davies – Lansdowne Partners
- Gary Channon – Phoenix Asset Management
- Kiran Nandra – Jupiter Asset Management
- Steve Webb – Lane, Clark & Peacock
- 4:30pm-5:30pm - Virtual Fireside Chat and Audience Q&A
- Joel Greenblatt – Gotham Asset Management
