Javier Ruiz
Horos Asset Management
Contrarian global value from Madrid, mostly in small and mid caps few investors follow.
Best for Contrarian value investors comfortable owning what others avoid.
Why I read Javier
Javier is candid about what being contrarian costs and explains each position in plain terms. One of the best value letters coming out of Spain.
Links go to the firm's own site unless marked "via", which means a public copy of a letter the firm no longer hosts. Official letters page ↗