Cartas trimestrales Q1 2021

Recopilación de las cartas de los gestores más famosos tanto nacionales como internacionales. Podéis leer aquí la última recopilación de cartas que vimos en el Q4 de 2020.

Cartas trimestrales fondos nacionales Q1 2021

Numantia patrimonio

Salmon Mundi

Gestión Boutique Azagala

Horos

AzValor

Cobas

Andromeda Value

TrueValue

Valentum

Cima Capital

Magallanes

Bestinver

Cartas trimestrales fondos internacionales Q2 2021

1 Main Capital Partners

1Main Capital

a16z Marketplace 100

Absolute Return Partners

Aikya

Aikya Funds

Akre Capital

Akre Focus Fund

Alger Mid Cap Focus Fund

Alger Small Cap Focus Fund

Alger Spectra Fund

Alger Weatherbie Specialized Growth Fund

Alluvial Capital

Alphyn Capital

Alphyn Capital Management

Alta Fox Capital

Andaz

Andaz Private Investments

Andvari Associates

Appleseed Fund

Argosy

Argosy Investors

Ariel Trust Funds

Arisaig Partners

Arquitos

Artisan Global Discovery Fund

Artisan International Value Fund

Artisan Small Cap Fund

Baron Asset Fund

Baron Discovery Fund

Baron FinTech Fund

Baron Growth Fund

Baron Health Care Fund

Baron Opportunity Fund

Baron Partners Fund

Baron Real Estate Fund

Baron Small Cap Fund

Bernzott Capital Advisors

Bill Miller

Bill Nygren

Blue Hawk Investment Group

Blue Tower Asset Management

Bonhoeffer Capital

Bonhoeffer Capital Management

Bonsai Partners

Bronte Capital

Canterbury Tollgate

Cedar Creek Partners

Choice Equities Fund

Citron – JMIA

Claret Asset Management

Comus Investment

Crescat Capital

Desert Lion

Diamond Hill Small Cap Fund

Distillate Capital

Donville Kent Asset Management

Ensemble Fund

Epoch Investment Partners

Euclidean Technologies

First Eagle

First Eagle Global Value

FMI All Cap Equity

FMI International Equity

FMI Large Cap Equity

FMI Small Cap Equity

FPA Crescent Fund

Gator Capital

Giverny Capital

Giverny Capital Asset Management

Global Money Dispatch

Goehring & Rozencwajg

Graham & Doddsville

Greenhaven Road Capital

Greenlight Capital

Greenwood Investors

Greystone Capital

Greystone Capital Management

Harding Loevner Emerging Markets Equity

Harding Loevner Global Equity

Harding Loevner Global Small Companies

Hayden Capital

Headwaters Capital

Heartland Mid Cap Value Fund

Heartland Value Fund

Heartland Value Plus Fund

Horizon Kinetics

Hosking Partners

Kinsman Oak Equity Fund

L1 Capital Long Short Fund

Laughing Water Capital

Lemelson Capital

Longleaf Partners Fund

LRT Capital

Madison Dividend Income Fund

Madison Investors Fund

Madison Small Cap Fund

Maran Capital

Maran Capital Management

Massif Capital

Merion Road

Miller Income Strategy

Miller Opportunity Equity

Miller Value

Miller/Howard Investments

Muddy Waters – Lemonade

Myrmikan Research

Nelson Capital

NZS Capital

Oakmark Fund

Oaktree Insights

Old West Capital Management

Oldfield Partners

Palm Capital

Palm Harbour Capital

Palm Valley Capital

Palm Valley Capital Fund

Polen Capital – Focus Growth

Polen Capital – Global Growth

Polen Capital – International Growth

Polen Capital – International Small Company Growth

Pzena Investment Management

RGA Investment Advisers

Rhizome Partners

Richie Capital Group

RiverPark Growth Fund

RiverPark Large Growth

RiverPark Long/Short Opportunity Fund

Ruffer Review

Salt Light Capital

Saturna Capital

Saturna Capital – Amana Funds

Saturna Capital – Sextant Funds

Silver Ring Value Partners

Smead Value Fund

Spree Capital

Steel City Capital

Stewart Asset Management

Summers Value Fund

Tao Value

Third Avenue Funds

Third Avenue International Real Estate Value Fund

Third Avenue Real Estate Value Fund

Third Avenue Small-Cap Value Fund

Third Avenue Value Fund

Third Point Capital

Tidefall Capital Management

Tweedy Browne

Upslope Capital Management

Vulcan Value Partners

Wasatch Core Growth Fund

Wasatch Micro Cap Fund

Wasatch Micro Cap Value Fund

Wasatch Small Cap Growth Fund

Wasatch Small Cap Value Fund

Wasatch Ultra Growth Fund

Wedgewood Partners

Weitz Hickory Fund

Weitz Partners III Opportunity Fund

Weitz Partners Value Fund

Weitz Value Fund

Whitebrook Capital