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GIVSY - Grupo Sura Represents An Attractive Contrarian Bet On Latin America
Grupo De Inversiones Suramericana SA ADR
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The thesis on Grupo Sura (GIVSY) is fairly straightforward: Grupo Sura common shares represent ownership in a terrific collection of assets under the ownership of a group with a long-term orientation and at an extremely attractive valuation. Indeed, not only is the holding company trading at an attractive discount to its underlying assets, but even after accounting for the substantial disruption of COVID-19, each of the