Venue
Queen Elizabeth II Centre
Queen Elizabeth II Centre, Broad Sanctuary, London SW1P 3EE, UK

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Location Queen Elizabeth II Centre
Broad Sanctuary, London SW1P 3EE, UK
Region EMEA
Details

The 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. 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 will present investment ideas and talk about why their approach to investing in high-quality, growing companies has led to superior returns over time.

Speakers

2022 Speakers

Nick Train
Co-Founder, Lindsell Train

Eric Schoenstein
Managing Director, Jensen Investment Management

Mark Yockey
Managing Director, Artisan Partners

Fabio Cecutto
Head, Willis Towers Watson (Moderator)

Rob Rohn
Analyst, Sustainable Growth Advisers

Mark Baribeau
Head of Global Equity, Jennison Associates

Jeff Mueller
Member, Polen Capital

Martin Hermann
Member, Berenberg

David Shapiro
Client Portfolio Manager, Sustainable Growth Advisers

Tania Pouschine
Founder and Portfolio Manager, Fithian LLC

Ian Mortimer
Member, Guinness Asset Management

Sunil Thakor
Research Analyst, Sands Capital

Matthew Page
Member, Guinness Asset Management

Stephen Yiu
Chief Investment Officer , Blue Whale Capital