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10 Things We Like About Argentina: Feedback From Argentina Week
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Multiple authors
Mar 18, 20264 min read
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While it is simple and intuitively appealing to think about the market in “growth” or “value” paradigms, we believe that such categorizations do not tell the whole story of our research and portfolio construction capabilities. Thorough research and diligent processes involve much more than looking at a static multiple to drive investment decisions. At the end of the day, we ask “what are you paying for?” In addition to sound balance sheets, quality management teams, and economic moats, we look for companies with return profiles above their cost of capital that trade at attractive multiples relative to earnings growth.
Argentina Week left us with a renewed sense of confidence that the country is entering a structural turning point after decades of volatility.
Argentina Week left us with a renewed sense of confidence that the country is entering a structural turning point after decades of volatility.
Colombia appears priced for pessimism, but upcoming elections and regional recovery potential could create a compelling opportunity for investors.
Paul Dmitriev
We believe India’s compelling demographics, market friendly governance, and distinctive risk/return profile make it an attractive standalone investment.
Multiple authors
Multiple authors