WEG

Few industrial players in Latin America match the executional depth of WEG. From Jaragua do Sul, the group manages a workforce of approximately 46k and generates close to $8B in revenue, while steadily widening the gap with regional peers.

Long-term partnerships with sovereign and institutional investors give the company unusual visibility on multi-year demand.

“WEG is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

Capital markets have started to price in the durability of the model, and rating agencies have followed.