Horos Asset Management’s Q2 2021 Investor Letter

Horos Asset Management, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here. Horos Value Internacional gained 6.3% over the quarter, compared to 6.4% in its benchmark index, while Horos Value Iberia returned 4.8%, beating the 4.2% rise of its benchmark. You can take a look at the fund’s top 5 holdings to have an idea about their top bets for 2021.