Value Spain 2022

We are working on the 2022 event


02nd June 2022

03rd June 2022


A-1, km 27. exit to Via de Servicio on exit 24.


Born in 1977 in Madrid, Andrés took a degree in business administration at his home city’s Universidad Complutense. He started his career in 2001 at Credit Suisse in Madrid. He later worked as portfolio manager for traditional and long/short funds in Madrid, Zürich, London and Edinburgh, with Credit Suisse, RAB Capital, Allianz Global Investors, Standard Life Investments and Cobas. 

A keen tennis player and a lover of the outdoors, he finds his greatest enjoyment in family life.


Pavel Begun is a co-founder of 3G Capital Management, a private investment partnership that invests in undervalued securities around the world.  The firm has been in business since 2004, and over that time frame is has produced a track record of significant outperformance vs. its benchmark indices.

Andrew Brenton is the CEO and a co-founder of Turtle Creek. Previously, Mr. Brenton founded and was the CEO of the private equity subsidiary of The Bank of Nova Scotia where he invested $300 million in control positions of a dozen Canadian private companies. Mr. Brenton was head of the high technology investment banking practice of Scotia Capital in the early 1990’s and prior to that, he was a founding member and Managing Director in the firm’s mergers and acquisitions practice. Mr. Brenton joined McLeod Young Weir (the predecessor to Scotia Capital) in 1984.

Mr. Brenton received his MBA from the Richard Ivey School of Business (University of Western Ontario) in 1984 and his B.Sc. from Mount Allison University in 1980.

Andreas is portfolio manager of the global equities fund Coeli Global Select since 2014. Previously he worked as a sell side analyst for Nordea and Kepler Chevreux and as portfolio manager at Capital Group in London. He also did work as a M&A analyst in ABB in China.

Mr Brock is MBA from the London Busines School, Bachelor’s degree in Business Administration from Lund University and CFA Charterholder. He was previously member of the Board of CFA Sweden and president of the Londos Business School Alumni Chapter Sweden. He is also author of the book “You vs the Market”.

Born in Madrid, Spain, Marcos Hernández Aguado holds a degree in Economics and Business Studies from the Universidad Pontificia Comillas (ICADE E-2).

Marcos began his career as a financial analyst in 1993, going through several brokerage firms and covering most of the listed sectors, before joining Merrill Lynch in 1999 as a senior analyst of the Construction and Materials team, consistently ranked among the top three in the Institutional Investors’ survey. He was the top-rated analyst in the Construction sector in 2001 and 2002 (Greenwich survey) and in Small Caps Europe in 2002 (Reuters).

In 2005 Marcos decided to move to fund management within Merrill, joining Merrill Lynch Strategic Investment Group (SIG) as Director. Within SIG he managed a long-short equity fund and a long-only strategic investment fund, becoming a member of the SIG Investment Committee. In March 2008, he joined the Swiss asset manager SIA Funds as a senior analyst, being promoted to head of research, co-manager, and finally CIO. Based in Lachen (Zurich), he is currently a partner in SIA Funds.


William Higgons is President and manager of the Indépendance et Expansion funds since 1992. He graduated from Sciences Po and MBA from INSEAD and is a member of SFAF, of which he was director from 1997 to 2000 and from 2002 to 2006.

Mr Higgons is a financial analyst recognized for the quality of his management and his publications (Profession, Value Investor; Value Investor; Go for value), he has more than 30 years of experience in investing in small and medium-sized listed companies.


Alberto Jimenez Crespo is a Principal, Portfolio Manager, member of the Aristotle Capital research team and a veteran of the investment industry. Prior to joining Aristotle Capital, Alberto was Managing Director and Portfolio Manager at Vinik Asset Management, LP and at Tradewinds Global Investors, LLC. While at Tradewinds, Alberto was a key member of the Global All-Cap strategy, and Co-PM of the International Strategy and Global Natural Resource strategy. During his tenure, these three strategies received Lipper awards for top ranking in their respective categories. Prior to Tradewinds, Alberto was an Equity Analyst at Merrill Lynch; and sell-side Equity Analyst at Salomon Smith Barney.

Alberto earned his Bachelor of Science and Master of Science degrees in Mining Engineering from Universidad Politécnica de Madrid, and his Master of Science degree in Mineral Economics from Colorado School of Mines. He is a CFA® charterholder and fluent in Spanish.

Outside of work, Alberto is the co-founder of the Wild Orchid Foundation a 501©(3) charitable organization that dedicated to breaking the cycle of poverty in Cebu, Philippines through arts and education. Alberto is also a member and mentor of the Blue Heron Foundation that provides an education to orphaned and abandoned children in Romania and Moldova.

Stuart is the Managing Partner and CIO of S. W. Mitchell Capital and the Investment Manager of two funds; the S. W. Mitchell European Fund and the SWMC European Fund, as well as a number of managed accounts. Prior to founding SWMC in 2005, Stuart was a Principal, Director and Head of Specialist Equities at J O Hambro Investment Management (JOHIM, now Waverton Investment Management). At JOHIM he set up and managed the Charlemagne Fund, a long/short European fund, and the JOHIM European Fund, a long only European fund. The JOHIM European Fund rose by 133%, from inception in December 1998 until March 2005, compared with 8% for the benchmark index. It was rated number one within its sector by Micropal as well as awarded three stars by Standard & Poor’s.

Upon leaving university in 1987, Stuart joined Morgan Grenfell Asset Management (MGAM) and soon afterwards assumed responsibility for managing the continental European equity assets for MGAM’s British pension fund clients. Stuart was appointed a Director of MGAM in 1996. He subsequently took on the role of Head of European Equities and was responsible for $27 billion of equity assets. Whilst at MGAM he managed the Morgan Grenfell European Fund, which rose by 123% from January 1990 to June 1996, compared with 85% for the benchmark index. It was awarded first place in its sector in the Micropal Five Year awards in 1996. Stuart was born in Scotland and educated at the University of St. Andrews, where he read Medieval History. He is also a graduate of the Owner/ President Management programme at Harvard Business School. Stuart speaks English and French.


Raphaël Moreau is a fund manager at Amiral Gestion since 2008. He focuses on European small & mid capitalizations where he likes analyzing under-researched companies, and stocks in “contrarian zipcodes”. 

Prior to joining Amiral Gestion, he had experiences as a sell-side analyst at UBS in London and as a fixed income financial analyst at Calyon. Raphaël is a 2007 graduate of Essec Business School.


Born in 19xx in ABC, . After graduating in , he took an MBA at 


Born in 19xx in ABC, . After graduating in , he took an MBA at 


Born in 19xx in ABC, . After graduating in , he took an MBA at 


James joined Phoenix in 2013 and became a Partner shortly thereafter. James also manages The Huginn Fund, which is our “performance fee only” international strategy and, like all the members of the investment team at Phoenix, he will always be an analyst at heart looking after holdings in both the core strategy and the Huginn Fund. His prior experience was at Aviva Investors within the Pan European Equity team.

Outside of work, James enjoys running, travelling, collecting Hornby trains and is a cat enthusiast.



Mr. Woodman joined Southeastern´s London office in 2016 and is Senior Analyst and co-portfolio manager of our concentrated European strategy. He has 19 years of investment experience and previously held roles as Senior Vice President of the Certification and Business Enhancement division for SGS in New York, Executive Director at Goldman Sachs in the Global Research division in London, and Vice President at Citigroup in London.

Mr. Woodman received his bachelor’s degree in Geography and Environmental Science from the University of Oxford.


Born in 19xx in ABC, . After graduating in , he took an MBA at 


Born in 19xx in ABC, . After graduating in , he took an MBA at 


Born in 19xx in ABC, . After graduating in , he took an MBA at 


Born in 19xx in ABC, . After graduating in , he took an MBA at 


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