PINFRA: Concession Operator of Roads and Other Infrastructure

Francisco Carrillo of Mexico Value Partners presented his investment thesis on Promotora y Operadora de Infraestructura (Mexico: PINFRA) at Best Ideas 2023.

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About the instructor:

Francisco Carrillo began his investment career some 25 years ago as an analyst at GBM Grupo Bursátil Mexicano. His tenure at GBM lasted close to ten years and he held various responsibilities during that time. After GBM, Carrillo co-founded Sabino Capital, a Mexico-based investment partnership. In 2012 he co-founded Mexico Value Partners, a Mexico-based investment partnership where he currently serves as Chief Investment Officer.

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