Letters to co-investors
Lee algunas de las noticias donde hemos sido mencionados, así como algunas de las entrevistas realizadas a nuestros gestores. Accede además a las cartas trimestrales para nuestros coinversores, donde se detallen los resultados obtenidos y otra información de interés.
Dear co-investor, During the third quarter of the year, the challenges that many economies are experiencing in reconciling a tight monetary policy with a recessionary economic environment were confirmed....
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…...
