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

Below is the recording of the webinar with Profeta Investment’s CIO, Garry Laurence, on 17:00 AEST 11th June 2025. During the webinar, Garry provided an update on global equity markets and how Profeta is generating strong returns this year despite extreme volatility.

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