Case Study: Healthequity (HQY) – November 2016

The performance this month fell short of what we expect from Somar in a month with similar performance from the indexes. Yet this was no normal month. In the wake of the election of Donald Trump as the next US president the markets reassessed their perspective and made violent rotations among sectors. The sectors in which Somar invests were sold. Meanwhile, our companies reported very strong performance in line or ahead of our expectations. So we look to the future with confidence and will take the opportunities the market is giving.

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