Brazil, every mention
9 scenes (said by Greg Dowling) · ← back to Brazil
tap a year for its mentions
every year anyone Greg Dowling 48Florian Bartunek 17Ted Seides 12Louis-Vincent Gave 12Jordi Visser 12Rob Citrone 11Daniel Graña 10Nick Rohatyn 7Fabrice Grinda 7Rajiv Jain 6
Verbatim, from the transcripts: the passages where Brazil comes up
Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
- ▶ 11:46 Greg Dowling I wanted to level set for listeners that maybe aren't as familiar with the Brazilian market. 10 times in the scene
- ▶ 15:26 Greg Dowling If I'm investing in Brazil, why should I invest in active management versus just passively in an index? 6 times in the scene
- ▶ 22:58 Greg Dowling I wanted to talk a little bit about your team before we even got into process, because you made a comment earlier that said that there's some great companies in Brazil, but they're not all great. 3 times in the scene
- ▶ 27:49 Greg Dowling Is there the ability to gain an informational edge in a place like Brazil? 3 times in the scene
- ▶ 33:22 Greg Dowling What is Constellation excited about right now in Brazil? 7 times in the scene
- ▶ 37:24 Greg Dowling So you mentioned a couple of the price to earning multiples, but overall, what do valuations look like in Brazil? 2 times in the scene
- ▶ 39:36 Greg Dowling When we think of emerging markets, and especially Brazil, I think of macro risk, and I think of political risks. 7 times in the scene
- ▶ 45:40 Greg Dowling So a couple of Brazil questions for you. 7 times in the scene
- ▶ 47:37 Greg Dowling Will Brazil win the next World Cup? 3 times in the scene