Rio Tinto: Reorganization First, Re-Rating Next

Core Viewpoint - The analysis of Rio Tinto has evolved over the past three months, indicating a shift in perspective regarding the company's performance and market position [1]. Group 1: Company Overview - Rio Tinto is undergoing significant changes, which were previously viewed differently three months ago [1]. - The company is positioned within a complex and dynamic market, particularly in the context of macroeconomic dynamics [1]. Group 2: Investment Approach - The investment strategy focuses on deep value and long-term perspectives, emphasizing underfollowed names and structural stories in leading companies [1].