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Fundie says this Corona brewer is primed to beat the market

Talaria Capital portfolio manager Hugh Selby-Smith is not phased by the volatility in markets following the US election and says investors are far too conservative on one Brazilian brewer.

Joanne Tran

Hugh Selby-Smith is co-chief investment officer at Talaria Capital. The Melbourne based global equities firm oversees $2.45 billion in assets.

How do the results of the US election impact your portfolio? 

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Joanne Tran is a markets reporter for The Australian Financial Review in the Sydney newsroom. Connect with Joanne on Twitter. Email Joanne at jo.tran@afr.com

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    Original URL: https://www.afr.com/markets/equity-markets/fundie-says-this-corona-brewer-is-primed-to-beat-the-market-20241107-p5koqf