Recopilación de las cartas trimestrales q2 2020 de los inversores y gestores más famosos tanto a nivel internacional como a nivel nacional.

Cartas trimestrales fondos nacionales

Salmon Mundi Capital Sicav

Azagala Capital

Numantia Partrimonio Global

Horos

AzValor

Andromeda Value

Valentum FI

Cobas Asset Management

True Value

Cartas trimestrales fondos internacionales

Alluvial Capital

Askeladden Capital

Lightsail Capital

Bonhoeffer Capital

Coho Capital

Third Point Capital

Tweedy Browne

Salt Light Capital

Howard Marks Memo – Time for Thinking

Emeth Value

Bluehawk Investment Group

Artko Capital

Aikya

Greenlight Capital

Goehring & Rozencwajg

Saga Partners

Lakewood Capital

Gator Capital

First Eagle

Fairholme Funds

Evermore Global

Donville Kent

Baupost Group

Arquitos Capital

AltaFox Capital

Spree Capital Advisors

Pabrai Funds

JDP Capital

Greystone Capital

Bonsai Partners

Alluvial Capital

Miller Value

Miller Opportunity Equity

Miller Income Strategy

Euclidean

Old West Management

Laughing Water Capital

Horizon Kinetics

Greenhaven Road

Ensemble Fund

Canterbury Tollgate

Whitebrook Capital

Tao Value

Maran Capital

Boyar Value

Weitz

Summers Value

Pzena

Nomadic Value

Harding Loevner

Verdad – The Bubble 500

Third Avenue Value Fund

Third Avenue Small Cap Value

Third Avenue Real Estate

TGV Partners Fund

Steel City Capital

Polen Capital Global Growht

Hirschmann Capital

GMO Emerging Markets

Forager Funds

East Coast AM 2009 – 2015

Curreen Capital

1Main Capital

IAC

Distillate Capital

Argosy Investors

Upslope Capital

Rowan Street

David Capital

Bill Gross – The Real Deal

Wedgewood Partners

Silver Ring Partners

GMO White Paper on Profit Margins

Desert Lion

Blue Orca Capital – Short China Feihe

Bill Miller

McLain Capital

Giverny Capital

Baron Funds

Andvari

Akre Focus Funds

Massif Capital

JDP Capital

Palm Valley Capital

Oakmark Funds

MPE Capital

Lazard – Outlook on EM

Bill Nygren

Vltava Fund

Lindsell Train

Tollymore Partners

Elliot Management – Crown Castle Presentation

NZS Capital

Andaz

Logica Funds – Talking Your Book About Value III

JPMorgan Guide to the Markets

Epoch Partners – Capital Markets Outlook

Blackrock Midyear Outlook