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S&U

Sector Financials

10 letters mention S&U, from 2 managers.

• Q2 2024 Horos Asset Management · Q2 2024 letter ↗ Javier Ruiz · mentioned 4 times
• Q1 2023 Horos Asset Management · Q1 2023 letter ↗ Javier Ruiz · mentioned 7 times
• Q1 2023 Vltava Fund · Companies and their capital allocations ↗ Daniel Gladiš · mentioned once
• Q4 2022 Horos Asset Management · Q4 2022 letter ↗ Javier Ruiz · mentioned once
• Q4 2022 Vltava Fund · Macro vs. micro ↗ Daniel Gladiš · mentioned once
• Q3 2021 Vltava Fund · Please allow me to introduce... ↗ Daniel Gladiš · mentioned 3 times
• Q4 2020 Horos Asset Management · Q4 2020 letter ↗ Javier Ruiz · mentioned once
• Q2 2020 Horos Asset Management · Q2 2020 letter ↗ Javier Ruiz · mentioned 5 times
• Q2 2020 Vltava Fund · The dam has broken ↗ Daniel Gladiš · mentioned once
• Q1 2020 Vltava Fund · Virus-infected markets ↗ Daniel Gladiš · mentioned once

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.