Lares Capital
Hedge fund manager, small-cap, long/short equity

Buy Hungary, Buy Magyar Telekom!

Investment thesis

Hungary is suffering from a perception that the country is the "economic basket case". It's small country, not on every investor's radar, which created a lot of headline risk due to populist policies of Victor Orban and political popularity of extreme right parties (Jobbik). Yet many of these policies actually helped to heal the Hungarian econom...

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