InspIR Insights on Near Term Perspectives from the Buy Side on Latin America features Portfolio Managers from Canada’s Westwood International Advisors, a multi-asset and emerging markets asset manager, Compass Group, an independent Latin American asset manager, Brazil’s Occam, manager of multi-strategy hedge, equity and pension funds, and Mexico-based PAAMCO Miren, part of PAAMCO Prism, a global multi-strategy hedge fund discussing:
- Disclosure expectations for the second half of 2020
- How portfolio managers’ research and stock-picking processes have changed with COVID 19
- How company fundamentals and macro factors are currently weighed in investors’ decisions
- Timing to attract new investor interest
- Key aspects of the due diligence process
- Weighting that ESG performance is now being given
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