Brazilian Public Debt Is Rising at an Unmanageable Trajectory : Luis StuhlbergerRupert Hargreaves
Luis Stuhlberger is one of Brazil's best hedge fund managers, perhaps even the best. His flagship hedge fund Verde has returned an average of 29% a year, after fees, since it was founded in 1997. That's compared to a return of 10% per annum for the wider Brazilian market and 16% per annum for Brazil's main bond market.
This year Verde, which is known for its macro bets, is set for yet another good year. According to the hedge fund . . .
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