BKNIY - SA Interview: Investing In European Financials With Labutes IR
Feature interview
Labutes IR is a portfolio manager within the European equities team at a mid-sized asset manager and focuses on the financial sector. We emailed with Labutes IR about how MiFID II has impacted them as a PM, how asset managers can improve their investment process, and questions they would ask an analyst who pitches them an idea.
Seeking Alpha: What do you look for in a long or short idea for your fund? What valuation metrics do you find most useful for analyzing financials?
Labutes IR: Even though I’m a fundamental-driven investor, I