As "big techs" foram descontadas e, em alguns casos, sem motivos fundamentais. Empresas mais ligadas a consumo também parecem ser uma boa alternativa nesse momento.
Ideias e reflexões de Andrew Reider, o "brasileiro-americano" fundador da WHG Asset e gestor do fundo long biased da casa, juntamente da mais nova contratação da companhia: Daniel Leichsenring, anteriormente economista-chefe da Verde e agora CIO da WHG Wealth.
Passamos por todos os pontos que importam de fato nesse momento, num momento oportuno em que a principal estratégia gerida por Andrew completa 4 anos e com o melhor resultado vs o S&P 500 dos fundos globais disponíveis por aqui.
Opiniões fortes e muita fluidez, aperta o play e confira!
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