Insights
Quarterly Letters
The Portfolio Managers of Asilo Argo (the Asilo Argo non-UCITS fund and the Asilo Argo Lux Fund) prepare a Quarterly Letter for the investors in our funds. The reports have a broader scope than our holdings or our investor-clients alone. Typically, the Letters address both the key developments of the past quarter and Asilo’s view, as portfolio manager, on the markets and trends that affect — or may come to affect — our portfolio companies.
Monthly Reports
Please note: The monthly reports of the Asilo Argo non-UCITS fund are available below. All numerical data in the reports relates to the fund’s unit class I.
