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Q2 2025 Investor Letter

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Friends and Partners,


What difference does a year make?


Just a few quarters ago, we were quietly building something bold—dissecting data, refining our model, and pushing forward with conviction, when the markets gave us every reason to retreat. And we have failed! Terribly. Lessons have been learnt. Markets have been studied. Cash burn rate has been over the roof. But strict discipline has been instilled. And, today, we’re not just seeing the fruit of that discipline....




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.


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Important Disclaimer: Henriot Capital LLC or Henriot Investment Management ("Henriot") is not a registered investment advisor or broker-dealer, and is not licensed nor qualified to provide investment advice. There is no requirement that any of our Information Providers be registered investment advisors or broker-dealers. Nothing published or made available by or through Henriot should be considered personalized investment advice, investment services or a solicitation to BUY, SELL, or HOLD any securities or other investments mentioned by Henriot or the Information Providers. Never invest based purely on our publication or information, which is provided on an "as is" basis without representations. Past performance is not indicative of future results.

 

YOU SHOULD VERIFY ALL CLAIMS, DO YOUR OWN DUE DILIGENCE AND/OR SEEK YOUR OWN PROFESSIONAL ADVISOR AND CONSIDER THE INVESTMENT OBJECTIVES AND RISKS AND YOUR OWN NEEDS AND GOALS BEFORE INVESTING IN ANY SECURITIES MENTIONED. INVESTMENT DOES NOT GUARANTEE A POSITIVE RETURN AS STOCKS ARE SUBJECT TO MARKET RISKS, INCLUDING THE POTENTIAL LOSS OF PRINCIPAL.

 

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