Some of the best opportunities in global value investing today are in highly inefficient and largely undermined special situations – such as in the surging natural resource deals between China and Latin America.
Erik Bethel, founder of SinoLatin Capital, got there first. He was arguably the first investor out of China to be on the ground in force in Latin America – just as the resource deal boom took off. While most China-based investors are now going to Brazil for the first time, he and his team have been flying past Brazil and hunting for deals in Paraguay, Guyana and other frontier markets.
We spoke with Erik about his investment strategies and what catches his attention in emerging markets.
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