Last 15 and 16 of March took place Valuespaña 2018, where a great number of fund managers present an investment idea.
Here is the list of the fund managers: Iván Martín (Magallanes Value Investors), Marc Saint John Webb (Quaero Capital), Oliver Kelton (Odey), Richard Cook (Cook and Bynum), Stuart Mitchell (S.W. Mitchell Capital), Simon Caufield, Francisco López (A&G), Sid Choraria (Amiral Gestion), Fredrik Bjelland (Skagen Funds), Vinod Nair (Altavista), Bob Robotti (Robotti), Andrew Hollingworth (HollAndadvisors), Lorenzo Serratosa, Emilia Vieira, Evan Vanderveer, Beltrán de la Lastra (Bestinver), Andrés Allende (Cobas Asset Management) and Antonio López.
Below all the ideas that these fund managers share with us. Thanks to Rankia to upload all these videos.
Sid Choraria, Amiral Gestion – Nesco
Fredrik Bjelland, Skagen Funds – Aeroflot
Andrew Hollingworth , Holland Advisors – Marshmallow Investing
Iván Martín, Magallanes Value Investors – Savencia
Simon Caufield, Sensible Investors – Ryanair and Sportdirect.com
Emilia Vieira, Casa de Investimentos – Allergan
Evan Vanderveer, Vanshap Capital – Hoteles City Express
Francisco López, LIFT Investment Advisors. Talgo
Lorenzo Serratosa, Kau Markets –
Richard Cook, Cook & Bynum – Liberty Latin America