Summary
Fully independent, fundamental and quantitative equity research, focused on companies in the Telecommunication, Media, Technology, Internet and Healthcare sectors in the Global Emerging Markets. Idea generation focused on Quality stocks, trading below their intrinsic Value, with sound Corporate Governance.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Global Emerging Markets
Countries:
(generalist)
Sectors:
Information Technology, Communication Services
Content Verticals:
Equity Bottom-Up, Thematic (Sector/Industry)