Brazil now a more positive influence
After a period in which its controlling investment in Wilson Sons (WSON), a seasoned Brazilian maritime services business, was a source of earnings and valuation risk, Ocean Wilsons (OCN) has been benefiting from strength in Brazil’s equity market and currency. There may be setbacks as economic recovery has barely begun, but diversification within WSON, OCN’s global investment portfolio and the 33% discount to a look-through NAV can all be seen as helping to provide some margin for error to investors at this level.
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