The best ideas that were presented at the event. Returns are calculated using Bloomberg and shown in USD terms (local in brackets). The start date is the 2nd day of the event and the end date is roughly 2-3 weeks before the next event (for 1-year, 3-year, and 5-year).
1-year return Best Ideas
2021-22
- 111% (112%) Paolo Veneziani, Greentown Management (9979 HK)
- 33% (33%) Olaf Neugebauer, Cameco Corp (CCJ US)
2020-21
- 102% (104%) Antonis Protopapas, Eurobank (EUROB GA)
- 73% (76%) Christopher Detweiler, Aryzta (ARYN SW)
2019-20
- 96% (75%) Daniel Glaser, Fortnox (FNOX SS)
- 62% (62%) Bogumil Baranowski, Align Technology (ALGN US)
2018-19
- 35% (35%) John Zolidis, Dollar Tree (DLTR)
- 33% (31%) Thomas Roland Hartl, Sberbank (SBER RX)
2017-18
- 53% (53%) John Zolidis, Designer Brands (DBI US)
- 43% (64%) Harvey Sawikin, Lukoil (LKOH RX)
2016-17
- 171% (154%) Simon Caufield, Stellantis (STLA IM)
- 108% (95%) Steve Gorelik, Siauliu Bankas (SAB1L LH)
3-year return Best Ideas
2019-22
- 223% (239%) Brad Lindenbaum, Aneka Gas (AGII IJ)
2018-21
- 166% (161%) Paolo Veneziani, Be Shaping The Future (BEST IM)
2017-20
- 90% (90%) David Kessler, Builders Firstsource (BLDR US)
2016-19
- 170% (178%) Florentzos Kassoumis, Public Power Corp (PPC GA)
5-year return Best Ideas
2017-22
- 325% (347%) Harvey Sawikin, VSMO-AVISMA (VSMO RX)
2016-21
- 772% (734%) Florentzos Kassoumis, Public Power Corp (PPC GA)