Quality Growth Investor Conference

Value Invest New York – December 3 2019

The second Value Invest New York conference took place on December 3rd 2019 at The Times Centre. The successful event featured renowned Value Investors from the United States as well as being a showcase for other Value Funds to talk about investment ideas from around the world. The speakers at the conference provided valuable insights into the methods and approaches that have made them successful, commented on the investment climate and offered specific investment ideas.

An overview video of the 2019 conference is below. If you would like to be kept up to date with Value Invest New York, please sign up for Value investor Digest.



Tuesday, December 3rd 2019
7.30-8.30 Registration and Breakfast
8.30-8.40 David Shapiro – Opening Remarks
8.40-9.10 Thomas A. Russo, Gardner Russo & Gardner
“Global Value” Equity Investing
9.10-9.40 Gary Channon, Phoenix Asset Management Partners
Investing in a Post Brexit Britain
9.40-10.10 Alex Roepers, Atlantic Investment Management
Putting Things in Perspective: Uncommon Values in Public Equities
10.10-10.40 Mark Pearson, Arcus Investment
Unprecedented Opportunity: Lessons of 30 Years of Value Investing in Japan
10.40-11.10 Coffee and networking break
11.10-11.40 Jennifer Wallace, Summit Street Capital Management
It Ain’t What You Don’t Know That Gets You Into Trouble
11.40-12.00 Bernard R. Horn Jr, Polaris Capital
Methanex Corporation:  A Global Value Opportunity
12.00-12.30 Django Davidson, Hosking Partners
The End of the Beginning or the Beginning of the End?
Investment Opportunities Late in the Technology Cycle
12.30-1.10 Michael Mauboussin, BlueMountain Capital
“Thoughtful Value Investing in a Complex World”
Fireside Chat and Audience Q&A with Robert Hagstrom
1.10-2.10 Lunch
2.10-2.30 Anthony Campagna, ISS EVA
Value Doesn’t Matter…
2.30-2.50 Rory Kutisker-Jacobson – Orbis Allan Gray
Investing Where Others Fear to Tread
2.50-3.20 C.T. Fitzpatrick, Vulcan Value Partners
Does Valuation Matter Anymore?
3.20-3.50 Keith Ashworth-Lord, Sanford DeLand Asset Management
“Putting Buffettology into Practice” – A Stock Idea and a Discussion
of the
 Principles of Buffettology with Mary Buffett
3.50-4.20 Coffee and networking break
4.20-4.50 David Samra, Artisan Partners
So What is Wrong With European Banks?
4.50-5.20 Richard L. Chilton Jr., Chilton Investment Company
Durable Cash Generation
5.20-6.00 Joel Greenblatt, Gotham Asset Management
“The Evolution of Value Investing”
Fireside Chat and Audience Q&A with Richard Pzena
6.00-7.00 Drinks reception



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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