June 2020 Portfolio Management The world has changed dramatically over the past few months. From a sharp macro contraction to a sharp recovery; emergence of divergent paths on public health around the world and ongoing geopolitical changes. Detecting and incorporating these divergent paths into our views has been key for Somar’s performance. We believe the […]
May 2020 Boohoo In celebration of our fourth anniversary, this month we present our investment in Boohoo, a position we have held almost since inception. Founded in 2006, Boohoo is an online fashion retailer focused on young customers. It has designed an innovative model that we believe is best-in-class, leveraging the three major innovations in […]
July 5, 2020 With the birth of our daughter, my wife began scrutinizing the products she was buying, aiming for “natural,” “organic,” and of course, “free of sulfates, parabens, and pthalates,” in order to limit the baby’s exposure to potentially harmful chemicals. That scrutiny progressed to products for the rest of the family. After all, […]