Nooks and Crannies


Pavel Begun and Cory Bailey of 3G Capital describe why they have broadened their investing universe, why they don’t equate “difficult” with “risky” in investing in non-Western markets, why they typically own fewer than 10 stocks at a time, and why they see mispriced value in Turkey’s Halkbank, Estonia’s Silvano Fashion and Tatarstan’s Tatneft.

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