The Special Situation Cast

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

from The Special Situation Cast | Published 11/23/2020

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:

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Discussion of market events and investment ideas with top analysts, portfolio managers, hedge fund managers, experts and other investment professionals primarily revolving special situation, even driven or market neutral investing.