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Quality-Growth Investor Conference
September 2023

INAUGURAL QG CONFERENCE OVERVIEW VIDEO

SPEAKERS

Jeff Mueller

Polen Capital

Gabrielle Boyle

Troy Asset Management

Michael Mauboussin

Counterpoint Global

James Bullock - cropped

James Bullock

Lindsell Train

Sunil Thakor

Sands Capital

Rob Rohn

Sustainable Growth Advisers

THE NEW QUALITY-GROWTH INVESTOR CONFERENCE

The inaugural London Quality-Growth Investor Conference took place on Thursday 16th June 2022. The event focused on a subset of successful fund managers who have shown that they can identify characteristics of quality in a small number of companies which mean they are likely to grow over time. This growth will often come from competitive advantages that can resist external threats to their market position. These may include, but are not limited to, the following attributes:

Scale advantage, cost-leadership, customer switching costs, network effects, brands, difficult to replicate assets, high relative market share, experience-curve advantages, intellectual property, unique processes, distribution monopolies, distribution networks, data advantages, management expertise, capital allocation discipline, institutionalised cost consciousness and regulatory barriers.

The managers presented investment ideas and talk about why their approach to investing in high-quality, growing companies at discounts to intrinsic value has led to superior returns over time.

WHY QUALITY-GROWTH?

The rescheduled conference in 2022 had some of the world’s leading investors speaking at it. It was also a showcase for less well known and smaller firms. The speakers provided valuable insights into the methods and approaches that have made them successful, commented on the current investment climate and offered specific investment ideas. A key element of the conference is the high proportion of asset owners in the audience who invest in fund.

The new London Quality-Growth Investor Conference will focus on a subset of successful fund managers who have shown that they can identify characteristics of quality in a small number of companies which mean they are likely to grow over time.

OUR OTHER EVENTS

Value Invest London

The next London Value Investor Conference will take place in May 2023

Value Invest New York

The next New York Value Investor Conference will take place later in 2022