Jeff Towson's  Instablog

Jeff Towson
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I am a private equity investor,Peking University professor, and author. My academic research is on Chinese consumers and competitive dynamics. My investments are in US-Asia healthcare and consumer product deals. I live in New York and Beijing. My info and publications can be found at... More
My company:
Towson Capital
My blog:
Jeff's Blog
My book:
One Hour China Book
  • Interview With Carlos Zalles Of LW Investment Management On BPZ Energy And Other Latin America Value Plays 0 comments
    Jan 5, 2013 8:48 PM

    Western investors and Latin American are the "odd couple" of value investing.

    In terms of geography, culture and even language they are quite close - especially when compared to other developed to developing economy situations. And you have a long history of personal relationships between the regions which is critical for cross- border deals.

    And yet, Western capital and Latin American opportunities remain conspicuous far apart.

    It's a problem but its also an opportunity. This is the type of situation where trusted investors can add tremendous value.

    In this vein, we spoke with Carlos Zalles of LW Investment Management. Mr. Carlos Zalles has been operating between the West and Latin America for over thirty years, with a strong focus on natural resources. We spoke with him about what opportunities he sees in Latin America today - and what his predictions are for the next 3-4 years. (continued)

    The rest of the article is available for here. Please sign up for Buffett in Beijing Report at

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

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