Workflow
Itau Unibanco: Around Fairly Priced In P/B

Group 1 - The Value Lab focuses on long-only value investment ideas, aiming for a portfolio yield of about 4% and has performed well over the last five years by engaging in international markets [1][2] - Itau Unibanco is highlighted as an interesting investment opportunity from the Brazilian market, with recent rate cuts being reversed due to rising inflation and a robust labor market, which should support net interest margins (NIMs) [2] - The Valkyrie Trading Society consists of analysts sharing high conviction investment ideas that are expected to generate non-correlated and outsized returns in the current economic environment, emphasizing a long-only investment strategy [3]