Boots on the ground in Argentina

Read our full investment report on Argentina here.

We first began investing in Argentina in May 2023 via our Offshore Strategy and it remains among our highest conviction investment ideas at Titan.

In an effort to get a differentiated perspective on our thesis, our Portfolio Manager, John Bottcher, recently traveled to Buenos Aires to meet with key political figures and executives of the Argentine companies we’re investing in.

Our differentiated view on the country and its growth prospects is driven by two anticipated economic phases: 1) Stabilization 2) Recovery.

Disclosures:

As of writing, VIST is a holding in Titan's Offshore strategy.

This content is intended for educational purposes only and is not a recommendation to buy or sell securities, nor is it investment advice.

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