Q1 2025 Investor Letter

Friends and Partners,

Is this the right time to be invested?

Five years ago, it was March 2020. COVID-19 was here. The world was locked down, the markets were in free fall, and fear was everywhere. I remember watching prices swing wildly each day—not with clarity, but with fear that the world was coming to an end. Did it end? No. For those who remained resilient, patient, and focused on long-term fundamentals, the years that followed offered some of the best investment opportunities....

Read the Full Q1 Investor Letter

Important Disclaimer

This article is provided for informational and educational purposes only and should not be construed as an offer, solicitation, or recommendation to buy or sell any securities or investment products. The views and opinions expressed are those of Henriot Investment Management Ltd and do not constitute investment advice or a guarantee of future performance. Investors should conduct their own due diligence or consult a qualified financial advisor before making any investment decisions. Past performance is not indicative of future results. Henriot Investment Management Ltd is not a licensed securities dealer, broker, U.S. investment advisor, or investment bank.