An annual by-invitation gathering of investors to share investment ideas & network in a casual setting. 

Why does the event exist?

Sick of expensive and terrible conferences, Sophocles Sophocleous and Tim du Toit organized the first event in 2016. The goal was and continues to be to organize an event where participants will share their actionable ideas, learn from each other, develop friendships with other investors, and not cost an arm and a leg. For more history: May 2018 article.

Comments by past participants:

  • ‘The highest return on investment decision of the year’
  • ‘The combination of the people and the location is something special.’
  • ‘Thank you for expertly organizing and overseeing what has been much the best conference that I have attended in years’
  • ‘I go to a lot of conferences and usually I don’t hear many interesting ideas. Here I want to dig into most of them!’
  • ‘The European Value Investing Conference with the best social events and networking opportunities. You come for the ideas, you go with friends (and ideas).’

Sample of past participants:  Robotti & Co, Firebird Mgmt, Kopernick Global Investors, Veraison Capital, LLB Asset Mgmt, Bank Havilland, Crescat Capital, Bireme Capital, Nordic Investment Partners, Vidya Capital, Quo Vadis Capital, Pastel & Associés, Axia Capital, Ambient Sound Inv., Sicart Associates, Stone Forest Capital, Renaissance Group, Aquitania Capital Mgmt, Thistledown Inv Mgmt, Invesco Perpetual, River Oak Capital, Uguisu Research, Helsinki Partners, Forum Family Office, SIM Ltd, etc

Event most similar to:  Guy Spier’s VALUEx Klosters, Vitaliy Katsenelson’s VALUEx Vail
To request an invitation see ‘Application’.
Organizer:  Sophocles Sophocleous, CFA

Non-solicitation rule

With Guy Spier’s permission, we adopted a non-solicitation rule that is in place at VALUEx Klosters and is as follows:  During the whole event, please refrain from all unsolicited pitches – whether of investment or of business propositions.  You should of course, feel free to respond to genuine enquiries of interest from other participants.  Our goal in doing this is to create an environment that is conducive to learning and sharing.  We have learned that some of our highest valued participants will not come if they think that they will be accosted by enthusiastic salespeople.  During the event, there are plenty of networking opportunities so once everyone gets to know each other, any future business happens on its own and thus sales pitches are not required.  So no participant needs to worry about their story or business not getting known.  But we frown upon ‘cold-calling’ type pitches.