When investors think of the healthcare industry, they don’t usually think of Brazil, which has a public, universal healthcare system. However, one well-known fund manager thinks he has found a gem in Brazil’s private healthcare industry. At the SohnX San Francisco Investment Conference this week, Alex Gleser of TPG Public Equity Partners presented his long thesis for SulAmerica. Q3 2021 hedge fund letters, conferences and more Background On SulAmerica The Brazilian private health insurer has a market capitalization of $2 billion. Gleser noted that the South American country has two healthcare systems: a public one that covers everyone for free…
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