bullish
Atla Global Management's John Haskell on International Real Estate + ESR Group Thesis $1821.HK
SUMMARY
- Andrew Walker hosts the podcast and introduces John Haskell, CIO at Ulta Global Management
- Ulta Global focuses on international public real estate investing, particularly in emerging markets
- Despite negative perception and underperformance in emerging markets, there are opportunities for value investing in international real estate
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Yet Another Value Podcast
Podcast by Andrew Walker, a PM at Rangeley Capital
Yet Another Value Podcast
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- Atla Global Management's John Haskell on International Real Estate + ESR Group Thesis $1821.HK17 Jul 2024
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