Western investors and Latin American are the “odd couple” of value investing.
In terms of geography, culture and even language they are quite close – especially when compared to other developed to developing economy situations. And you have a long history of personal relationships between the regions which is critical for cross- border deals.
Every month and quarter, multiple reports on average hedge fund returns are released from several sources. However, it can be difficult to sift through the many returns to uncover the most consistent hedge funds. The good news is that Eric Uhlfelder recently released his "2022 Survey of the Top 50 Hedge Funds," which ranks the Read More
And yet, Western capital and Latin American opportunities remain conspicuous far apart.
It’s a problem but its also an opportunity. This is the type of situation where trusted investors can add tremendous value.
In this vein, we spoke with Carlos Zalles of LW Investment Management. Mr. Carlos Zalles has been operating between the West and Latin America for over thirty years, with a strong focus on natural resources. We spoke with him about what opportunities he sees in Latin America today – and what his predictions are for the next 3-4 years.
Buffett in Beijing Report Oct 2012