Quality-Growth Investor Conference 2023 | Quality-Growth | 20 September 2023 | Queen Elizabeth II Centre, Broad Sanctuary, London SW1P 3EE, UK

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.

2023 Speaker

Fabio Cecutto
Willis Towers Watson