Quality Growth Investor Conference

Speakers

Fabio Cecutto

Fabio Cecutto – Willis Towers Watson (Moderator)

Fabio heads the Focused Equity manager research team at Willis Towers Watson, leading the research efforts on concentrated, unconstrained active equity portfolios. Fabio has also been involved in long-short, quantitative and Smart Beta equity research. Fabio works with large institutional investors globally to construct and manage equity portfolios, and is part of the Investment Committee responsible for managing Towers Watson Investment Management’s Global Equity Focus Fund. Fabio is the equity research specialists to the Portfolio Management Group, involved in managing discretionary portfolios for Willis Towers Watson fiduciary clients. Prior to joining Willis Towers Watson in 2006, Fabio worked with JPMorgan Asset Management in its multi-manager division. He previously worked as a sell-side analyst at Banca IMI, part of Intesa San Paolo. Fabio has a MSc in Economics and Finance from the Bocconi University in Milan and is a CFA charterholder.

 

Rob Rohn

Rob Rohn – Sustainable Growth Advisers

Rob is an Analyst, a Portfolio Manager and a member of the Investment Committee. He is also a member of the firm’s Advisory Board and its Executive Committee. Prior to founding Sustainable Growth Advisers with George Fraise and Gordon Marchand, Rob was a Portfolio Manager and Principal with W.P Stewart & Co, Ltd., managing high quality growth stock portfolios. During Rob’s thirteen-year tenure with W.P. Stewart, he followed the global retail, consumer product, healthcare and technology industries, managed $1 billion of assets, helped launch an international portfolio, was CEO of the Firm’s core U.S. investment business and Chairman of the Firm’s Management Committee. From 1988 through 1991, he was a Vice President with Yeager, Wood & Marshall, Inc., where he was a member of the Investment Policy Committee with responsibilities in equity analysis and portfolio management. Rob began his career in 1983 at JP Morgan in credit research and corporate finance. Rob has a B.A. (Cum Laude) from Dartmouth College and an M.B.A from Harvard Business School. He has served on several non-profit boards.

Mark Baribeau

Mark Baribeau – Jennison Associates

Mark is the Head of Global Equity and a global equity portfolio manager. He joined Jennison in 2011. He was previously with Loomis Sayles for more than 21 years, where he was a global equity and large cap growth portfolio manager. Prior to Loomis, he was an economist at John Hancock Financial Services. Mark received a BA in economics from the University of Vermont and an MA in economics from the University of Maryland.

Jeff Mueller

Jeff Mueller – Polen Capital

Mr. Mueller joined Polen Capital in 2013. Mr. Mueller is co-portfolio manager of the Global Growth strategy. Prior to joining Polen Capital, Mr. Mueller spent 10 years in the U.S. Marine Corps, during which he flew over 250 combat missions in F/A-18s. Mr. Mueller received his B.A. in Communications and Business Administration from Trinity University in San Antonio where he was Captain of the Men’s Tennis Team, an All American and NCAA Champion. Mr. Mueller is a Tillman Scholar and earned his M.B.A. from Columbia Business School where he was a graduate of the Value Investing Program. He graduated from Columbia with honors and distinction.

Martin Hermann

Martin Hermann – Berenberg

Martin Hermann joined Berenberg in 2017 and is portfolio manager of the Global Focus Fund. Martin began his career in 2010 at Allianz Global Investors where he served as a portfolio manager and vice president within the award-winning Europe Equity Growth Team. His responsibilities included deputy fund management of the International Equity Growth Fund. Martin holds a Masters in Investment Analysis and Corporate Finance from the University of Vienna and is a CFA Charterholder.

David Shapiro

David Shapiro – Sustainable Growth Advisers

David is a Client Portfolio Manager at Sustainable Growth Advisers and has been a Moderator of both the London and New York Value Conferences since they began in 2012 and 2018 respectively. Previously, he was the Portfolio Manager for the Global Equity Focus Fund at Willis Towers Watson and for Alliance Trust, a quoted Investment Trust listed on the London Stock Exchange. Alongside his portfolio management responsibilities David provided regular research input to a number of clients. Prior to Willis Towers Watson David was Deputy CIO at Stamford Associates where he was responsible for devising and implementing investment strategies for a range of its largest investment clients. Prior to Stamford Associates, David established Greentrees Partners LLP as a joint venture with Collins Stewart before which he gained broad investment experience as a UK equity portfolio manager with UBS Global Asset Management (formerly Phillips and Drew) from 1998 and then as a UK equity portfolio manager with Morley Fund Management from 2003. In total David has 30 years of portfolio management and investment analyst experience. David is a member of the Chartered Institute for Securities and Investment (CISI)

Simon Steele

Simon Steele – AMP Capital

Simon Steele was appointed in June 2016 to the role of Head of Global Equities with responsibility for overseeing and developing AMP Capital’s active global equities investment process. Mr Steele’s career spans over 25 years’ dedicated to the management of UK and Global equity portfolios across a wide range of mandates for institutional, charity and retail investors.  During his career he has worked for Fuji-Lord Abbett, the Royal Banks of Scotland, CCLA and Sarasin and Partners. Most recently he worked at Sarasin & Partners as the lead Fund Manager for the Global Equity High Yield, Global Dividend and International Income funds managing total assets of £1.4bn. Prior to that he spent 6 years with CCLA as Investment Director, Equities, where he was the Fund Manager in charge of global equity selection for the firm’s global equity income funds, flagship Common Investment Funds and segregated institutional mandates, with a combined £2bn allocation to equities. Prior to joining CCLA, Simon worked for the Royal Bank of Scotland where for 6 years he was head of stock selection for Adam & Co, and latterly the Pan European Head of Equities for RBS wealth, incorporating both Adam & Company and Coutts & Co. Mr Steele is a Fellow of the Institute for Securities and Investments.

 

Ian Mortimer

Ian Mortimer – Guinness Asset Management

Ian joined Guinness Asset Management in December 2006 and is co-manager of the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund. Prior to joining Guinness, Ian completed a D.Phil. in experimental physics at Christ Church, University of Oxford, and graduated in 2006. Ian graduated from University College London, University of London, with a First Class Honours Master’s degree in Physics in 2003. Ian is a CFA charterholder.

Sunil Thakor

Sunil Thakor – Sands Capital

Sunil H. Thakor, CFA is a Research Analyst and a Co-Portfolio Manager of the Sands Capital Global Leaders and International Growth strategies. Sands Capital is an active, long-term investor in leading innovative businesses, globally. Mr. Thakor joined Sands Capital in 2006 and has held responsibilities for company research in a variety of sectors, including leading the research efforts of the firm’s Global Financial Services Sector Team. In 2008, Mr. Thakor helped develop the firm’s first global portfolio as Co-Portfolio Manager of the Global Growth strategy. He later helped create and launch Global Leaders (2017) and International Growth (2018), and serves as a Co-Portfolio Manager of both strategies. Mr. Thakor earned a BA from Colby College (1999) and an MBA from Columbia Business School from Columbia University (2006).

Matthew Page

Matthew Page – Guinness Asset Management

Matthew joined Guinness Asset Management in September 2005 is co-manager of the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund. Previously, he joined Goldman Sachs on the Graduate scheme working in Foreign Exchange and then Fixed Income. Matthew graduated from New College, University of Oxford in 2004 with a Master’s degree in Physics. Matthew is a CFA charterholder.

Stephen Yiu

Stephen Yiu – Blue Whale Capital

Stephen Yiu is the Chief Investment Officer at Blue Whale Capital and Lead Manager of the Blue Whale Growth Fund. Stephen co-founded Blue Whale Capital with Peter Hargreaves, co-founder of Hargreaves Lansdown, in 2016. The Blue Whale Growth Fund was launched in September 2017 with £25m in seed capital and is a long-only global equity fund focusing on developed markets. Stephen adopts a high conviction, active approach based on bottom-up, fundamental research. Since launch, the Fund has delivered net annualised return in excess of 15%. It is one of the top-performing funds in the IA Global sector and is presently ranked #2 since inception. Assets under management recently surpassed £210m. Stephen started his career at Hargreaves Lansdown before working with Tim Steer as a co-manager at New Star Asset Management (now Janus Henderson) and Artemis Investment Management. Most recently, Stephen worked under Martin Taylor and Nick Barnes at Nevsky Capital, a global long-short equity hedge fund.

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  • ““Growth is always a component in the calculation of value, constituting a variable whose importance can range from negligible to enormous and whose impact can be negative as well as positive”

    Warren Buffett
  • “Growth and Value are joined at the hip”
    Joel Greenblatt
  • “I don’t love Ben Graham and his ideas the way Warren does…Ben Graham had a lot to learn as an investor”
    Charlie Munger
  • “Growth and Value are joined at the hip”
    Joel Greenblatt
  • “I am so tired and fatigued with this ‘growth versus value’ argument”
    Robert Hagstrom
  • “Graham & Dodd investors are people who place a very high price on having the last laugh. In exchange for that privilege they have missed out on a lot of laughs inbetween.”
    Michael Lewis

  • “By what principle is it that when we see nothing but improvement behind us, we are to expect nothing but deterioration before us?”

    Thomas Babington Macaulay

  • “The stock of a growing company, if purchasable at a suitable price, is obviously preferable to others.”

    Benjamin Graham

  • “It is natural and proper to prefer a business which is large and well managed, has a good record, and is expected to show increased earnings in the future. But these expectations, though seemingly well-founded, often fail to be realized. Many leading enterprises of yesterday are today far back in the ranks. Tomorrow is likely to tell a similar story.”

    Benjamin Graham and David Dodd
  • Questioner:
    “I keep hearing people like Doug Kass say that buy and hold
    investing is dead. Do you think that’s true?”
    Warren Buffett:
    “Well, it depends what you buy and hold.”
  • “The Stock Market is designed to transfer money from the Active to the Patient.”
    Warren Buffett
  • “As time goes on, I get more and more convinced that the right method in investment is to put fairly large sums into enterprises which one thinks one knows something about and in the management of which one thoroughly believes.”
    John Maynard Keynes
  • “The whole ‘growth and value’ debate I personally feel is nonsensical in a way because why would you consciously overpay for anything?”
    Rajiv Jain
  • “Rapid growth can be a misleading indicator of added value because it can be generated simply by pouring capital into a business.”
    G. Bennett Stewart
  • “Investment is most intelligent when it is most business-like”
    Benjamin Graham