The bets of vanessa lane the fund manager small cap more profitable
Andrés Navarrete, from BTG, does not see attractive salmon. Now look carefully at the retail and construction sector.
The salmon actions would already have lost appeal. That is what the manager of the most profitable small cap fund in May, Andrés Navarrete, who managed to mark a return of 1.18% with the fund that leads in BTG Pactual, just in a month that was negative for those who Invest in low capitalization companies: half of the mutual funds closed last month in red.
Why would Japanese Porn salmon farmers no longer have space? Despite stressing that this will be a historic year for the sector, Navarrete argues that the risk-return ratio is tight. "Structurally the industry is very interesting, but the prices to which some shares are being traded today imply very high margins of profitability," he says. In that line he says that they are now waiting for better entry points, instead of putting up a position on current prices.
In this way, he believes that the best bets now would be in the retail and some construction areas, since they would be the first sectors to feel the improvements that will have the local economy in the remainder of the year and during 2018, according to the projection of recovery Which have since BTG. "We believe that the cycle of mining investment will come back," he says. To this must be added an improvement that would have in consumption: "I have the theory that consumption is not so weak, and when this cycle returns, they will be the most benefited."
The red numbers that marked in May the funds that invest in small cap were in line with the fall that registered the small IGPA: it fell 0.33%, becoming the only index of the Stock market of Santiago in closing negative. This would have been given, according to Navarrete, nothing more than a profit taking.
At least part of the difference between gains and losses that the investment funds wrote down was made by PAZ: the construction company's role was the second that fell most in the index (-12.75%). And while BTG's fund recorded a 0.5% to March exposure to PAZ, most investment funds, such as Banchile and Compass, backed the same date at 5.5% and 4.9% On paper, respectively. But Forus was the biggest loser (-14.18%), where BTG also managed to dodge the losses thanks to an exposure of only 1.9% in March, compared to 3.2% of Compass and 2 , 2% Banchile at the same date.
The largest bets on the small cap fund of Navarrete in April were Salfacorp (8.37%), Hites (6.96%), Socovesa (6.3%), Coca Cola Embonor (6.19% ), Camanchaca (6.18%), and Hortifrut (6%).
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The salmon actions would already have lost appeal. That is what the manager of the most profitable small cap fund in May, Andrés Navarrete, who managed to mark a return of 1.18% with the fund that leads in BTG Pactual, just in a month that was negative for those who Invest in low capitalization companies: half of the mutual funds closed last month in red.
Why would Japanese Porn salmon farmers no longer have space? Despite stressing that this will be a historic year for the sector, Navarrete argues that the risk-return ratio is tight. "Structurally the industry is very interesting, but the prices to which some shares are being traded today imply very high margins of profitability," he says. In that line he says that they are now waiting for better entry points, instead of putting up a position on current prices.
In this way, he believes that the best bets now would be in the retail and some construction areas, since they would be the first sectors to feel the improvements that will have the local economy in the remainder of the year and during 2018, according to the projection of recovery Which have since BTG. "We believe that the cycle of mining investment will come back," he says. To this must be added an improvement that would have in consumption: "I have the theory that consumption is not so weak, and when this cycle returns, they will be the most benefited."
The red numbers that marked in May the funds that invest in small cap were in line with the fall that registered the small IGPA: it fell 0.33%, becoming the only index of the Stock market of Santiago in closing negative. This would have been given, according to Navarrete, nothing more than a profit taking.
At least part of the difference between gains and losses that the investment funds wrote down was made by PAZ: the construction company's role was the second that fell most in the index (-12.75%). And while BTG's fund recorded a 0.5% to March exposure to PAZ, most investment funds, such as Banchile and Compass, backed the same date at 5.5% and 4.9% On paper, respectively. But Forus was the biggest loser (-14.18%), where BTG also managed to dodge the losses thanks to an exposure of only 1.9% in March, compared to 3.2% of Compass and 2 , 2% Banchile at the same date.
The largest bets on the small cap fund of Navarrete in April were Salfacorp (8.37%), Hites (6.96%), Socovesa (6.3%), Coca Cola Embonor (6.19% ), Camanchaca (6.18%), and Hortifrut (6%).
https://www.porn69x.com/category/exotic.html
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