Thomas McDonald – Horizon

Published on
9 February, 2016
Topic
Investment Framework, Global Investment, Latin America
Duration
22 minutes
Asset class
Real Estate, Commodities

Thomas McDonald – Horizon

Featuring Thomas McDonald

Thomas McDonald, Managing Partner at Jaguar Growth Partners, leads us through Latin America in the Horizon series, discussing which economic attributes deter FDI and what fundamentals to look for in a country, explaining the foundations for investing in LatAm and the specific investment opportunities he sees there.

Published on
9 February, 2016
Topic
Investment Framework, Global Investment, Latin America
Duration
22 minutes
Asset class
Real Estate, Commodities
Rating
67
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Comments

  • MS

    Matt S.

    12 1 2017 23:02

    0       0

    that was kinda dull but i guess it's very specific information to a very specific group

    might find it enlightening years from now, who knows...

  • GC

    Gary C.

    10 2 2016 02:11

    2       0

    Agree with Peter, Phil &Mark, As one perusing EM crushed equities for value investing, I suspect basic infrastructure like utilities may do well in addition to Real Estate as per David Iben's video.

  • PR

    Peter R.

    9 2 2016 16:16

    5       0

    Good to see someone active in an often ignored area of the market. Looking through the chaos for the opportunities in EM real estate. Brilliant, Thanks

  • PH

    Philip H.

    9 2 2016 16:16

    2       0

    There's a theme here. Under leveraged real assets in growth economies due to favourable demographics. However, local knowledge is going to be the key to making money!

  • MS

    Mark S.

    9 2 2016 13:41

    5       0

    Interesting presentation on an often overlooked segment of the global real estate market.