Case Studies

Considering the Impact of COVID

Liberty Latin America (“Liberty LatAm”) connects and entertains people through broadband internet access, premium TV, mobile services, and undersea fiber.  Liberty LatAm provides these services in Chile, Panama, Puerto Rico, Costa Rica, and across the Caribbean.  Demand for its offerings…

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Evaluating Liberty LatAm’s Key Markets and Runway for Growth

We spent significant time on the ground in Liberty Latin America (“Liberty LatAm”) markets in 2019 and met with several local management teams, including in Chile (Liberty LatAm’s #1 market) and Panama (#2 market).  We have a visit to Puerto…

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Underwriting VTR in Chile

A key focus of our South American trip was to continue to improve our understanding of the most important markets for the Fund investment in Liberty Latin America (“Liberty LatAm”), which operates in the Caribbean, South America, and Central America. …

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Meeting with Liberty LatAm’s Management

Liberty Latin America (Liberty LatAm) was the second biggest contributor in the first quarter after its stock price rose 33% during the period.  Like ABI, Liberty LatAm stock traded down in the fourth quarter of 2018, although this stock price…

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Panama & Costa Rica Market Visits

Liberty Latin America (“Liberty LatAm”) made progress on a number of operational fronts in 2018, which advanced its goal of becoming the leading cable and mobile telecom provider in Latin America and the Caribbean.  The biggest and most profitable Liberty…

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