Letters

Taking Stock

August 2020

Somar has had a very active summer. We generated several new short and long ideas. The wide changes in valuation led to more portfolio management adjustments than normal. We also had good conversations with investors, some of whom have trusted us with additional capital. To give some color of the past few months we made a short video that can be watched here:

While we are performing at a high level, we don’t take this for granted. We work every day to uncover the most compelling opportunities and to learn how the world and companies are adjusting to the evolving reality. We are excited for the months ahead and are confident our process will continue to provide our investors with superior risk-adjusted returns.

We are honored every day to be stewards of your trust. We don’t take it for granted and strive to earn it in everything we do. We work on your behalf to connect your wealth prospects to some of the best business builders in the world today. Should you require any additional information, please reach me at either pedro.ramos@somarcap.com or +1.646.581.6842

All the best,

Pedro Ramos

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Disclaimer: This website is for general information purposes only and is not intended to be, nor should it be construed as investment advice, nor a solicitation or offer to buy or sell any securities, related financial instruments, or  interests in the Somar Master Fund, LP (the “Fund”) or its feeder funds. The information contained herein is not complete, and does not contain certain material information such as disclosures and risk factors about the Fund or its feeder funds. Opinions expressed are current opinions as of the date of this material only and are subject to change without notice.Hedge funds: (1) often engage in leveraging and other speculative investment practices that may increase the risk of investment loss; (2) can be highly illiquid; (3) are not required to provide periodic pricing or valuation information to investors; (4) may involve complex tax structures and delays in distributing important tax information; (5) are not subject to the same regulatory requirements as mutual funds; and (6) often charge high fees. 

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