ECP | Luxemburg, 02.10.2020
It has now become a tradition for me to present the principles of value investing to students in Luxembourg, this year at the Luxembourg School of Business. The course is co-organized by the Luxembourg Value Investing Society ( LVIS ) and is taught by 2 university professors, Jos van Bommel for finance and Thomas Kaspereit for accounting, and myself. One objective of the course is to confront the academic and the practitioner’s views on value investing. In my part of the course, I explain how we screen for investment ideas at ECP with our quality/value framework, how we perform due diligence on individual companies, how we assess the earning power of a company, and ultimately how we come to our fair value.
Mit freundlichen Grüssen aus Luxembourg
Léon Kirch, CIO & Partner
