Sebastian Davidson

London, United Kingdom United Kingdom

Director

Finance / Banking / Insurance

- Highly concentrated special situations research on Brazilian companies with a specialisation on mid capitalisation stocks which are under researched by the market - Using a buy side approach drawing the best ideas from over 100 local Brazilian management meetings per year, filtering the best ideas for a select group of domestic and global clients and avoiding overcrowded trades - Focus on stocks with significant upside potential where there is a dislocation between fundamentals and the share price, whilst also having numerous catalyst events for revaluation (restructuring, M&A, IPO's, embedded value) - Value added through on the ground research and close corporate relationships, whils...