Driving a Hard Bargain


Álvaro Guzmán and Fernando Bernad of Azvalor Asset Management describe the market tendency they believe regularly creates opportunity, how they gain conviction to go where other investors fear to tread, the industry sectors they consider most interesting today, and why they see mispriced value in Suzano, Petra Diamonds, Grifols and Arch Resources.

If you are a subscriber, log in to access the issue and bonus archive: