[Investor Journey] Camila Vieira (QED) on prioritizing moats over themes, the fund’s structure through multiple instruments and know where you land on Liquidity

On this episode Pat sits down with Camila Vieira, Partner and head QED’s Brazil operation. We dive into the fund’s evolving commitment on the region, how they got it right investing in Nubank in 2015, what their thesis and structure looks like today 10 years later and whether LatAm’s next outbreak success will also be Fintech?  How do sector specific funds differentiate from generalists in their way how they look at FintechTaking a unit economic and defensible moat lens instead of following a themes based investing approachThe last whitespace in Fintech in Brazil How should founders think about liquidity and how QED is preparing their portfolio  You can find Camila on LinkedIn here.  Want to stay up-to-date on latest episodes? Follow The Enthusiast wherever you are getting your podcasts and make sure to check out our newsletter on LinkedIn⁠here⁠ to stay up to date on our latest episodes with founders and investors beyond the Valley. Follow Pat on LinkedIn ⁠here⁠.