At the Quality-Growth Investor Conference 2025, in New York, Elias Erickson, Portfolio Manager at Ninety One, shared his insights on value investing and his approach to identifying companies with strong, sustainable growth.
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As a portfolio manager, my job is to understand when something that appears cheap is actually expensive and when something that appears expensive is actually cheap. For long-term fundamental investors, we need to focus on long-term value and growth potential.
In 2019, we bought a stock with a 42X multiple—
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