Javier López-Bernardo On Lukoil And Oil Markets (Part I)
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 modelCompany website:https://brightgatecapital.com/en/brig...