The Special Situation Cast

Javier López-Bernardo On Lukoil And Oil Markets (Part I)

November 23, 2020 Bram de Haas Season 1 Episode 14
The Special Situation Cast
Javier López-Bernardo On Lukoil And Oil Markets (Part I)
Show Notes

I’m interviewing Javier López-Bernardo. Portfolio manager at the Brightgate Capital Focus Fund. I’ve split up the interview in two thematic parts. This is part I, and it will primarily concerns the Russian oil giant Lukoil (LUKOY) (LUKOF), but first we go into Javier’s overarching investment philosophy, Stephen Penman of Columbia University is a major inspiration for Javier’s valuation model

Company website:

https://brightgatecapital.com/en/brig...