Growth Over Value
Florian emphasizes the importance of investing in high-quality businesses that exhibit strong growth, particularly in emerging markets. He warns against the allure of cheap stocks, advocating instead for a focus on companies that demonstrate exceptional performance and resilience. With the valuation gap widening, the best hedge against currency volatility lies in identifying and backing the strongest players in the market.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
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