Companies not politicians are shining the light at the end of the LatAm tunnel
26 Mar 2025
Jasper WrightFund ManagerEmerging Markets & Asia Team
Following a recent research trip to Mexico, Argentina and Brazil, Jasper Wright shares insights into a region that sees excellent companies operating in a climate marked by political uncertainty and macroeconomic volatility. While near-term catalysts for market reratings appear limited, the trip reinforced the team’s conviction that the long-term opportunities remain compelling.
Amid challenging headlines, he believes it is the quality of company management, structural growth potential and attractive valuations that stand out, and that bottom-up stock selection remains the most effective way to harness value in Latin America’s evolving investment landscape.
Companies not politicians are shining the light at the end of the LatAm tunnel
Jasper Wright
Fund Manager, Emerging Markets & Asia Team
Following a recent research trip to Mexico, Argentina and Brazil, Jasper Wright shares insights into a region that sees excellent companies operating in a climate marked by political uncertainty and macroeconomic volatility. While near-term catalysts for market reratings appear limited, the trip reinforced the team’s conviction that the long-term opportunities remain compelling.
Amid challenging headlines, he believes it is the quality of company management, structural growth potential and attractive valuations that stand out, and that bottom-up stock selection remains the most effective way to harness value in Latin America’s evolving investment landscape.
Jasper joined Polar Capital in June 2023 as a Fund Manager in the Emerging Markets & Asia team. He previously worked for six years at Federated Hermes in London as an Associate Director on their Global Emerging Markets team. Prior to this, Jasper worked for two years as an Analyst at Aberdeen Asset Management in London and completed a summer internship at Arisaig Partners in Singapore.
