FINANCIAL TIMES/BRAZIL CONFIDENTIAL: Fund strategies (Investidor Profissional and Nest Investimentos)

Rising prices are a concern for this issue’s two equity managers: Francisco Meirelles de Andrade of Sao Paulo-based Nest Investimentos, and Elsen Carvalho of Investidor Profissional in Rio de Janeiro.

The two are pursuing contrasting strategies with soft commodities topping Nest’s priorities and malls a favourite of Investidor Profissional.

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