HMSO.L Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q1	Apr 25, 2026	Wasatch Global Select Strategy	-	-	HLNE, HMSO.L, RBC	AI, Data centers, defense, disruption, Geopolitical, global, technology		HLMA.L RBC 4966.TW 2371.T 3064.T HLNE	View
2023 Q4	Nov 30, 2023	Moerus Capital Management	-	16.5%	ARCO, DESP, HMSO.L, NTCO, SPB, TDW, TECK, UCG, WCM.TO, WOOD.L	Banking, Buybacks, Corporate Activity, energy, global, inflation, Latin America, value	Fund focuses on undervalued, asset-rich companies trading at discounted valuations. Manager emphasizes investing in depressed and unpopular businesses at attractive prices, avoiding mega-cap Growth stocks due to excessive price risk and stretched valuations.		View
2024 Q2	Jun 30, 2024	Moerus Capital Management	-	7.9%	0388.HK, ARCO, BSBR, CWP.AX, DESP, DOUG, EXO.MI, GGAL, HMSO.L, IPCO, JEF, MEG.TO, NTCO, PCAR3.SA, SPB, STAN.L, STNG, TDW, TECK, TSGYO.IS, UCG.MI, WED.TO	Argentina, Corporate Activity, emerging markets, real estate, Turkey, value	Argentina-based investments were the largest positive contributor to performance, led by Grupo Financiero Galicia and Despegar.com. The manager built positions during extreme economic chaos including currency devaluation and 200%+ inflation, viewing this as a rare opportunity similar to the early 2000s crisis. Recent encouraging signs include deceleration in inflation and fiscal surpluses under the Milei administration.		View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

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Filing Date: September 30, 2025

HMSO-L

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Letters With This Ticker

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