WEG

company on 1 show · 2 statements across 1 episodes

Capital Allocators

2 statements about WEG, every show

CAPITAL ALLOCATORS Prediction Partly held up
WEG Can Deliver 25% to 30% Annual IRR at Current Multiple
“It's been a great performer, but we see a 25, 30% IRR per year at the current multiple.”
Florian Bartunek Jan 20, 2022 ▶ 34:17 Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
CAPITAL ALLOCATORS Assertion Supported
Over Half of WEG's Products Were Launched in Past Five Years
“More than half of their products were launched in the last five years, and this is one of the best managed companies in Brazil.”
Florian Bartunek Jan 20, 2022 ▶ 33:45 Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)

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