Video Timeline 00:00: Introduction 01:18: Investment approach 02:58: Expectation of global markets and currencies 06:42: Position in public and private assets 13:25: Valuations of global markets 15:00: Europe 19:13: Brazil 22:45: Asia 26:58: Q&A Investments 07:51: York St Brands 15:23: Euronext 17:00: Datagroup 19:40: XP 21:18: AFYA 23:08: Visional 25:04: Alibaba and JD.com [...]
York St Brands is our largest investment in the Profeta Global Investments Fund, and we are a top 5 shareholder in this wonderful business. It has enjoyed tremendous growth, especially since the merger of TBH Skincare and Boost Lab in 2023. Boost Lab, founded in October 2020, markets affordable skincare serums to women aged [...]
High-quality European Companies at Compelling Valuations So far this year, the DAX index is up 12% while the S&P 500 is down 6%. This illustrates Europe’s biggest outperformance relative to the US in over two decades. Currently, the STOXX Europe 600 is trading at just 15 times 2025 earnings, significantly lower than the [...]
Hang Seng leads global markets as China weathers the storm This year the Hang Seng Index has soared, beating the US markets and its global peers. Chinese companies delivered strong 4Q24 results with a solid 8% net beat for MSCI China. This was the second-best earnings beat result among the major global equity [...]
Investing in domestic-focused companies across different global regions is the best strategy to beat Trump's tariffs. When Trump was inaugurated in January, markets were not bracing for wide-spread tariffs on most imports into the United States. Initially, Trump levied two rounds of 10% tariffs on China and 25% tariffs on imported cars and [...]
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