Horos news and
publications
Read some of the news where we have been mentioned, as well as some of the interviews conducted with our managers. Also access quarterly letters for our co-investors, detailing the results obtained and other information of interest.
Dear co-investor, During the second quarter of the year, the dynamics that we have been discussing in previous quarterly letters have not changed. The damaging effects of the energy transition (exacerbated by the Russian invasion of Ukraine), the Chinese economic…...
Dear co-investor, The new year began with three major sources of uncertainty that will condition the rest of this year's market performance: the economic situation in China, the impact of the Russian invasion of Ukraine and the measures taken by…...
Dear co-investor, The year 2021 was one of the best for managers who practice value investing, mainly due to the strong recovery of companies with cyclical businesses, which had been heavily penalized by the investment community in recent...
Dear co-investor, The positive stock market performance that began at the end of 2020 continued during the third quarter. This period was characterized by a strong rebound in inflation, as a result of major bottlenecks that have emerged in various…...
Dear co-investor, In the second quarter, the positive performance that started in November 2020, with the announcement of the launch of coronavirus vaccines, continued. In this "new" environment, value investing has performed well, proving that patience and...
