The Power of Discipline and Resilience
In an era of geopolitical uncertainty, trade tensions, and volatile capital flows, the virtues of long-term value investing have never been more evident. Two standout examples—Horos Asset Management and MERLIN Properties—demonstrate how disciplined strategies, rooted in patience and rigorous analysis, can not only weather storms but thrive in them. Their approaches offer a compelling blueprint for investors seeking to navigate today’s turbulent markets.
The Horos Model: Compounding Through Margin of Safety
Horos Asset Management’s success lies in its unwavering commitment to value investing principles. By focusing on companies with a “high margin of safety”—a concept popularized by Benjamin Graham—the firm identifies…
