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News & Insights

Investor Letters:

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Humans

October 2019

On why robots and passive investing generate stock picking opportunities

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Debasement

June 2020

On why Central Banks’ policies guide our focus on quality and pricing power

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Heroes

December 2020

On the amazing power of human ingenuity, entrepreneurship, and individual initiatives.

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Unseen

November 2021

On unintended consequences, the unseen, and the power of feedback loops

News:

December 2023 - Nominated for Best Global Equity Fund (EuroHedge)

December 2020 - Nominated for Best Global Equity Fund under $500M (EuroHedge)

May 2021 - Nominated for Best Newcomer - Equity (HFM European Performance Awards)

May 2021 - Louis Villa featured in Tomorrow's Titans 2021 (The Hedge Fund Journal) 

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