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Aravis Fund Forum
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Join us online
Monday 21st - Thursday 24th September 2020

Monday’s speakers

Join us online:
U.S. Growth Webinar

Alexander
Farman-Farmaian

Partner, Vice-Chairman & Portfolio Manager
Edgewood Management

Jim
Robillard

Founder & CIO
Spyglass Capital Management

James
Alexander

Executive Director
Aravis Capital Ltd

Tuesday’s speakers

Join us online:
U.S. Value

Brian
Harvey

CIO & Portfolio Manager
Cramer Rosenthal McGlynn

Mimi
Morris

Portfolio Manager
Cramer Rosenthal McGlynn

Samantha
McLemore

Portfolio Manager
Miller Value Partners

Wednesday’s speakers

Join us online:
Alternatives

Jonathan
Berger

Co-Founder, CEO & CIO
Birch Grove Capital

Michael
Azlen

Founder & CEO
Carbon Cap Management

Michael Hall

Michael
Hall

Founder Partner & CIO
Nickel Digital Asset Management

Thursday’s speakers

Join us online:
Strategy & Asset Allocation

Professor
Russell Napier

Financial Strategist, Author & Academic

Bill
Miller

CIO, Chairman & Portfolio Manager
Miller Value Partners

Welcome to the Aravis Virtual Fund Forum 2020

We are delighted once again to be hosting the Aravis Fund Forum. This year the Forum will be virtual, comprising a series of 60 - 90 minute online webinars starting at 3pm BST on four consecutive days in late September. We are excited to offer you an excellent selection of speakers addressing some of the major investing issues of the day.

Each day will have a distinct theme and you are invited to participate in all or as many sessions as you wish.

Monday 21st September - US Growth Day

Large Cap, Small Cap – Will Growth investing in the US continue its dominance of the market? Alex Farman-Farmaian of Edgewood Management and Jim Robillard of Spyglass Management re-state the case for Growth.

Tuesday 22nd September - US Value Day

Neglected & Unloved – How big is the opportunity in US Value? Brian Harvey and Mimi Morris of Cramer Rosenthal McGlynn look at the market opportunity in both small cap & L/S Value, while Samantha McLemore of Miller Value Partners will highlight how a focus on behavioural factors can lead to a better understanding of Value opportunities.

Wednesday 23rd September – Alternatives Day

Credit Opportunities in convertibles, capturing the gains from the Carbon market and how Digital Assets can form a liquid part of your portfolio. Jonathan Berger of Birch Grove Capital, Mike Azlen of Carbon Cap Management and Michael Hall of Nickel Digital Asset Management will address these issues.

Thursday 24th September - Strategy & Asset Allocation

We’re delighted to welcome Professor Russell Napier to talk us through why he has changed his view on inflation after 25 years in the deflationist camp, and what this means for investors. Russell will then be joined by legendary value investor, Bill Miller, for a wide ranging discussion on markets, opportunities and how to navigate this ever changing world.

This is an exciting programme, covering a wide variety of topics. You can register for whichever session piques your interest here or please do join us for the week.

James Alexander, Aravis Capital Limited