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Fernando Donayre runs a $600M Latin America equities fund that is unlike any in the industry.  Not only does Inca Investments (his firm) enter and exit at times different from the rest of the herd, they also hold onto equities, on average, for 2-4 years versus closer to a 9 month average by competing firms.  With industry beating returns logged consistently over two decades, there are lessons to be learned in Fernando’s contrarían investment approach.  Whether you dabble in the market, work in finance or lead a LatAm business, you need to understand the logic and virtues of contrarían investing in the emerging market world’s most volatile region — Latin America.