Despite years of political upheaval, Brazil is attracting greater interest among investors due to the purchasing power of its growing middle class. In investment terms, being middle class offers more opportunities, notes John Ewart, co-manager of the Aubrey Capital GEM Opportunities fund, who has just returned from a trip to Brazil.
Investors want vibrant companies with proven management and robust business models, to exploit their position with the consumer as wealth accumulates and the economy grows. Former President Lula da...
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Formerly managed by Bill Gross at Janus Henderson