Notes From the London Value Investor Conference 2013: Marks, Price, Montier & More

http://www.marketfolly.com/2013/05/notes-from-london-value-investor.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+MarketFolly+%28Market+Folly%29 Today we’re pleased to present notes from the 2013 London Value Investor Conference.  The event features well known investors presenting investment ideas and insight in order to benefit children’s charities The SMA Trust and Place2Be.  Summaries of each presentation are linked below:

Notes From 2013 London Value Investor Conference

Howard Marks (Oaktree Capital): The sweet spot in corporate bonds

Michael Price (MFP Investors): On investment process & 2 long ideas

James Montier (GMO): Latest asset allocation model

Gary Harding (Winton Capital): Key value metrics to focus on

Anthony Bolton (Fidelity China Special Situations Fund): On investment process & China

Gary Channon (Phoenix Asset Management): Long Glaxosmithkline

Richard Oldfield (OldfieldPartners): Long Nokia & long Hitachi

Simon Denison-Smith (Metropolis Value Fund): Long Cisco Systems & J. Smart

Ian Lance & Nick Purves (RWC): Effectiveness of value investing today & 1 long idea

Jeremy Hosking: Long AIG & long US Airways

Richard Titherington (JP Morgan): Emerging market opportunities