Drew Guff: Bullish on Brazil

Investment firm Siguler Guff is bullish on the long-term Brazilian private equity opportunity, as co-founder Drew Guff details in this in-depth interview. A veteran of the emerging markets private equity scene, Guff compares his pioneering experience in the Russian market with trends he sees in Brazil today. He also tells why there is not too much money chasing too few deals in Brazil, he argues for the attractiveness of markets outside of Brazil’s biggest cities and he discusses the importance of peer references in emerging markets investing. This is the first of a two-part interview with Guff.