Daniel Graña

1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

30statements → 14claims → 12claims resolved → 50%fully supported → 3.83/5average certainty → 2.03/5average debate potential → ≈4.5/5argument clarity, estimated → 1said about them ↓

6 supported 4 partly supported 2 contradicted 2 not checkable as stated how the 14 claims stand · each chip opens the sources

2 predictions · 12 assertions · 4 opinions · 10 insights · 2 disclosures · every statement was checked. The predictions and assertions are the 14 claims: statements the public record can support or contradict. 12 are resolved, and 2 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Daniel argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported

Graña: Up To a Third of the MSCI EM Index Is State-Owned

“Between a quarter and a third of the benchmark are state-owned enterprises. Think Gazprom, Rosneft, PetroChina, ICBC, Petrobras. Most of these companies that I hope you can appreciate are governance challenged.”

Daniel Graña Sep 30, 2021 ▶ 16:47 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Their most notable contradicted claim

Assertion Contradicted

Graña: Russia Holds the Vast Majority of Global Titanium Reserves

“The vast majority of the world's Known reserves of titanium are in Russia.”

Daniel Graña Sep 30, 2021 ▶ 5:11 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Expressed certainty vs assessment result

none yet certainty 1

none yet certainty 2

67% certainty 3

67% certainty 4

none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Daniel Graña on measured tape to publish a rate. This says nothing about how they speak.

What they said30 What others said1 Episodes1

Everything Daniel Graña said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Contradicted

Graña: Controlling Shareholder of First Mexican REIT Disappeared Post-IPO

“Shortly after the IPO, the controlling shareholder disappeared. He went on a horseback ride on his beach resort and never came back. And lo and behold, the company was also short of funds.”

Daniel Graña Sep 30, 2021 ▶ 7:35 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Disclosure

Graña: Bankers Will Execute Deals They Disbelieve In For Willing Buyers

“As a investment banker, we would sometimes put together a transaction That we didn't necessarily, at least I didn't necessarily believe in, but if the shareholders, if the market wanted to buy it, and that was the market caveat emptor, that was their decision.”

Daniel Graña Sep 30, 2021 ▶ 8:23 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Assertion Partly supported

Graña: Up to 98% of EM Capital Is Benchmarked to MSCI

“In emerging markets, between 95 and 98% Of the money managed in this asset class is benchmark against MSCI emerging markets.”

Daniel Graña Sep 30, 2021 ▶ 16:21 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Insight

Graña: Investors miss business potential when they aren't the target audience

“The lesson here is that sometimes you are not the target audience. Number one. And number two, sometimes you become the target audience as you change.”

Daniel Graña Sep 30, 2021 ▶ 48:56 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Assertion Supported

Graña: Two-thirds of Taiwan's market index is technology

“Taiwan, two thirds of the index is tech.”

Daniel Graña Sep 30, 2021 ▶ 11:07 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Assertion Partly supported

Graña: Oil, gas, and resources make up 80% of Russia's index

“Russia, 80% of the index are oil and gas and natural resources broadly.”

Daniel Graña Sep 30, 2021 ▶ 11:09 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

The other half of the tape: Daniel Graña's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode on Capital Allocators. every mention, with the transcript →

Who brings them up most Ted Seides 1

Every mention by year

mentionsepisodesper episode tap a year for its mentions

2023 1 mention in 1 episode

Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356) Dec 14, 2023 · 1 mention · from 1:28
every mention in 2023, scene by scene →

Appearances (1)

Episode	Date	Speaking time
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)	Sep 30, 2021	42m