Nordic Value 2018

Programme

14th June 2018

  • 08:00 - Registration
  • 08:15 - Welcome coffee
  • 09:00 - Introduction
  • 09:15 - James Wilson, Phoenix AMP
  • 09:45 - Hans Kjær, Nykredit AM
  • 10:15 - 15 min break
  • 10:30 - Curtis Jensen, Robotti & Co
  • 11:00 - Jamie Carter, SWMitchell
  • 11:30 - Hans-Marius Lee Ludvigsen, Pareto AM
  • 12:00 - Buffet lunch
  • 13:00 - Andrés Allende, Cobas AM
  • 13:30 - Kurt Kara, Maj Invest
  • 14:00 - Charles Heenan, Kennox AM
  • 14:30 - 15 min coffee break
  • 14:45 - Xavier Brun, Solventis AM
  • 15:15 - Andrew Hollingworth, Holland Advisors
  • 15:45 - Carsten Dehn, Lannebo Fonder
  • 16:15 - Closing remarks
  • 20:00 - Networking dinner @ Toldboden

15th June 2018

  • COMPANY MEETINGS DAY
  • AP Møller Mærsk
  • ISS
  • Pandora
  • Matas

Summary

The key investment discussions for participants and presenters centered around value investment as selection method and when the value approach will be coming back to provide good returns. Or will we continue to see fast growth companies in digital, biotech and conceptual business disrupters continue to leave value investors in the dust?

Another subject of discussion was the impact from fewer sell side analysts which leaves small/mid cap companies ‘under researched´. New regulation only started in 2018, so the coming years will show how this trend plays out.​

Several investors pointed to the fact that the China infrastructure driven boom in 2000’s and the subsequent lower investments in 2010’s has left several segments underinvested. With steady global growth (assuming a harmful global trade war is avoided) the supply/demand balance is turning in favor of miners, shipping and other traditional cyclical industries.​

Scorecards for the Nordic Value Investor Conference 2018 will be updated, but as investment cases take several years to unfold, it will be in due time.

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