INSIGHT

Mauricio’s Monthly Letter – September 2017

Research

Mauricio’s Monthly Letter – September 2017

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data. This month, he assesses Liberty SiriusXM and Grupo Televisa – two global media companies. These two cases are meant to illustrate the importance...
Read more
Economic Outlook and Investment Strategy

Research

Economic Outlook and Investment Strategy

In his latest paper, Bruno Desgardins – VIA AM’s board member and Banque Eric Sturdza CIO – uses the context of the near summer end to detail the global economic outlook and gives leads to its investment strategy. Please find the note here: Economic Outlook and...
Read more
Mauricio’s Monthly Letter – June 2017

Research

Mauricio’s Monthly Letter – June 2017

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data. This month, he assesses Repsol and Antofagasta – two global natural resources companies. These two cases are meant to illustrate the importance of...
Read more
Mauricio’s Monthly Letter – May 2017

Research

Mauricio’s Monthly Letter – May 2017

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data. This month, he assesses Renault and Accor – two large players within the consumer discretionary space. These two cases are meant to illustrate the...
Read more
Mauricio’s Monthly Letter – April 2017

Research

Mauricio’s Monthly Letter – April 2017

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data. This month, he assesses Duke Energy and Entergy Corporation – two large American electric utilities. These two cases are meant to illustrate the...
Read more
VIA AM funds celebrate their first anniversary!

News

VIA AM funds celebrate their first anniversary!

VIA AM is happy to celebrate the first anniversary of its funds, a couple of months after that of its Equity Indices and Absolute Return Strategy! This first year proved rather challenging, but we are relatively happy with the performances. We also want to seize this...
Read more
Mauricio’s Monthly Letter – March 2017

Research

Mauricio’s Monthly Letter – March 2017

In these letters, Mauricio intends to raise awareness of problems, mistakes, and limitations in using accounting data. This month, he assesses Lojas Americanas and Lotte Shopping – two large retail companies. These two cases are meant to illustrate the importance of...
Read more