{"id":1495,"date":"2026-08-21T09:46:59","date_gmt":"2026-08-21T06:46:59","guid":{"rendered":"https:\/\/asiloam.com\/?page_id=1495"},"modified":"2026-08-21T10:52:15","modified_gmt":"2026-08-21T07:52:15","slug":"insights","status":"publish","type":"page","link":"https:\/\/asiloam.com\/en\/insights\/","title":{"rendered":"Insights"},"content":{"rendered":"\n<div class=\"wp-block-group is-layout-flow wp-block-group-is-layout-flow\" style=\"padding-top:var(--wp--preset--spacing--70);padding-bottom:var(--wp--preset--spacing--70)\">\n<h1 class=\"wp-block-heading has-3-x-large-font-size\" style=\"margin-bottom:var(--wp--preset--spacing--60)\"><strong>Insights<\/strong><\/h1>\n\n\n\n<div class=\"wp-block-group alignwide is-layout-flow wp-block-group-is-layout-flow\" id=\"quarterly\">\n<h2 class=\"wp-block-heading has-xx-large-font-size\">Quarterly Letters<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The Portfolio Managers of Asilo Argo (the Asilo Argo non-UCITS fund and the Asilo Argo Lux Fund)&nbsp;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&nbsp;quarter and Asilo&#8217;s view, as portfolio manager, on the markets and trends that affect \u2014 or may come to affect \u2014 our portfolio companies.<\/p>\n\n\n\n<div class=\"wp-block-query alignwide has-global-padding is-layout-constrained wp-block-query-is-layout-constrained\"><ul class=\"columns-2 alignwide wp-block-post-template is-layout-grid wp-container-core-post-template-is-layout-2f2dc779 wp-block-post-template-is-layout-grid\"><li class=\"wp-block-post post-1546 post type-post status-publish format-standard has-post-thumbnail hentry category-quarterly-letters\">\n<figure class=\"wp-block-post-featured-image\"><a href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q2-2026\/\" target=\"_self\" ><img loading=\"lazy\" decoding=\"async\" width=\"2000\" height=\"1414\" src=\"https:\/\/asiloam.com\/wp-content\/uploads\/2026\/08\/2-1.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"Quarterly Letter Q2 \/ 2026\" style=\"aspect-ratio:16\/9;width:100%;object-fit:cover;\" srcset=\"https:\/\/asiloam.com\/wp-content\/uploads\/2026\/08\/2-1.jpg 2000w, https:\/\/asiloam.com\/wp-content\/uploads\/2026\/08\/2-1-300x212.jpg 300w, https:\/\/asiloam.com\/wp-content\/uploads\/2026\/08\/2-1-1024x724.jpg 1024w, https:\/\/asiloam.com\/wp-content\/uploads\/2026\/08\/2-1-768x543.jpg 768w, https:\/\/asiloam.com\/wp-content\/uploads\/2026\/08\/2-1-1536x1086.jpg 1536w\" sizes=\"auto, (max-width: 2000px) 100vw, 2000px\" \/><\/a><\/figure>\n\n\n<div class=\"wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-ff02c8dd wp-block-group-is-layout-flex\"><h2 class=\"has-link-color wp-elements-1 wp-block-post-title has-text-color has-primary-color has-text-align-center\"><a href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q2-2026\/\" target=\"_self\" >Quarterly Letter Q2 \/ 2026<\/a><\/h2>\n\n<a class=\"wp-elements-2 wp-block-read-more has-text-color has-contrast-color\" href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q2-2026\/\" target=\"_self\">Read more<span class=\"screen-reader-text\">: Quarterly Letter Q2 \/ 2026<\/span><\/a><\/div>\n\n<\/li><li class=\"wp-block-post post-1544 post type-post status-publish format-standard has-post-thumbnail hentry category-quarterly-letters\">\n<figure class=\"wp-block-post-featured-image\"><a href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q1-2026\/\" target=\"_self\" ><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/asiloam.com\/wp-content\/uploads\/2024\/08\/6.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"Quarterly Letter Q1 \/ 2026\" style=\"aspect-ratio:16\/9;width:100%;object-fit:cover;\" srcset=\"https:\/\/asiloam.com\/wp-content\/uploads\/2024\/08\/6.jpg 1920w, https:\/\/asiloam.com\/wp-content\/uploads\/2024\/08\/6-300x169.jpg 300w, https:\/\/asiloam.com\/wp-content\/uploads\/2024\/08\/6-1024x576.jpg 1024w, https:\/\/asiloam.com\/wp-content\/uploads\/2024\/08\/6-768x432.jpg 768w, https:\/\/asiloam.com\/wp-content\/uploads\/2024\/08\/6-1536x864.jpg 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/a><\/figure>\n\n\n<div class=\"wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-ff02c8dd wp-block-group-is-layout-flex\"><h2 class=\"has-link-color wp-elements-3 wp-block-post-title has-text-color has-primary-color has-text-align-center\"><a href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q1-2026\/\" target=\"_self\" >Quarterly Letter Q1 \/ 2026<\/a><\/h2>\n\n<a class=\"wp-elements-4 wp-block-read-more has-text-color has-contrast-color\" href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q1-2026\/\" target=\"_self\">Read more<span class=\"screen-reader-text\">: Quarterly Letter Q1 \/ 2026<\/span><\/a><\/div>\n\n<\/li><li class=\"wp-block-post post-1542 post type-post status-publish format-standard has-post-thumbnail hentry category-quarterly-letters\">\n<figure class=\"wp-block-post-featured-image\"><a href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q4-2025\/\" target=\"_self\" ><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/asiloam.com\/wp-content\/uploads\/2024\/08\/4.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"Quarterly Letter Q4 \/ 2025\" style=\"aspect-ratio:16\/9;width:100%;object-fit:cover;\" srcset=\"https:\/\/asiloam.com\/wp-content\/uploads\/2024\/08\/4.jpg 1920w, https:\/\/asiloam.com\/wp-content\/uploads\/2024\/08\/4-300x169.jpg 300w, https:\/\/asiloam.com\/wp-content\/uploads\/2024\/08\/4-1024x576.jpg 1024w, https:\/\/asiloam.com\/wp-content\/uploads\/2024\/08\/4-768x432.jpg 768w, https:\/\/asiloam.com\/wp-content\/uploads\/2024\/08\/4-1536x864.jpg 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/a><\/figure>\n\n\n<div class=\"wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-ff02c8dd wp-block-group-is-layout-flex\"><h2 class=\"has-link-color wp-elements-5 wp-block-post-title has-text-color has-primary-color has-text-align-center\"><a href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q4-2025\/\" target=\"_self\" >Quarterly Letter Q4 \/ 2025<\/a><\/h2>\n\n<a class=\"wp-elements-6 wp-block-read-more has-text-color has-contrast-color\" href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q4-2025\/\" target=\"_self\">Read more<span class=\"screen-reader-text\">: Quarterly Letter Q4 \/ 2025<\/span><\/a><\/div>\n\n<\/li><li class=\"wp-block-post post-1540 post type-post status-publish format-standard has-post-thumbnail hentry category-quarterly-letters\">\n<figure class=\"wp-block-post-featured-image\"><a href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q3-2025\/\" target=\"_self\" ><img loading=\"lazy\" decoding=\"async\" width=\"843\" height=\"469\" src=\"https:\/\/asiloam.com\/wp-content\/uploads\/2025\/10\/Artboard-1-copy-16.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"Quarterly Letter Q3 \/ 2025\" style=\"aspect-ratio:16\/9;width:100%;object-fit:cover;\" srcset=\"https:\/\/asiloam.com\/wp-content\/uploads\/2025\/10\/Artboard-1-copy-16.jpg 843w, https:\/\/asiloam.com\/wp-content\/uploads\/2025\/10\/Artboard-1-copy-16-300x167.jpg 300w, https:\/\/asiloam.com\/wp-content\/uploads\/2025\/10\/Artboard-1-copy-16-768x427.jpg 768w\" sizes=\"auto, (max-width: 843px) 100vw, 843px\" \/><\/a><\/figure>\n\n\n<div class=\"wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-ff02c8dd wp-block-group-is-layout-flex\"><h2 class=\"has-link-color wp-elements-7 wp-block-post-title has-text-color has-primary-color has-text-align-center\"><a href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q3-2025\/\" target=\"_self\" >Quarterly Letter Q3 \/ 2025<\/a><\/h2>\n\n<a class=\"wp-elements-8 wp-block-read-more has-text-color has-contrast-color\" href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q3-2025\/\" target=\"_self\">Read more<span class=\"screen-reader-text\">: Quarterly Letter Q3 \/ 2025<\/span><\/a><\/div>\n\n<\/li><li class=\"wp-block-post post-1532 post type-post status-publish format-standard has-post-thumbnail hentry category-quarterly-letters\">\n<figure class=\"wp-block-post-featured-image\"><a href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q2-2025\/\" target=\"_self\" ><img loading=\"lazy\" decoding=\"async\" width=\"843\" height=\"469\" src=\"https:\/\/asiloam.com\/wp-content\/uploads\/2025\/07\/Artboard-1-copy-10.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"Quarterly Letter Q2 \/ 2025\" style=\"aspect-ratio:16\/9;width:100%;object-fit:cover;\" srcset=\"https:\/\/asiloam.com\/wp-content\/uploads\/2025\/07\/Artboard-1-copy-10.jpg 843w, https:\/\/asiloam.com\/wp-content\/uploads\/2025\/07\/Artboard-1-copy-10-300x167.jpg 300w, https:\/\/asiloam.com\/wp-content\/uploads\/2025\/07\/Artboard-1-copy-10-768x427.jpg 768w\" sizes=\"auto, (max-width: 843px) 100vw, 843px\" \/><\/a><\/figure>\n\n\n<div class=\"wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-ff02c8dd wp-block-group-is-layout-flex\"><h2 class=\"has-link-color wp-elements-9 wp-block-post-title has-text-color has-primary-color has-text-align-center\"><a href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q2-2025\/\" target=\"_self\" >Quarterly Letter Q2 \/ 2025<\/a><\/h2>\n\n<a class=\"wp-elements-10 wp-block-read-more has-text-color has-contrast-color\" href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q2-2025\/\" target=\"_self\">Read more<span class=\"screen-reader-text\">: Quarterly Letter Q2 \/ 2025<\/span><\/a><\/div>\n\n<\/li><li class=\"wp-block-post post-1514 post type-post status-publish format-standard has-post-thumbnail hentry category-quarterly-letters\">\n<figure class=\"wp-block-post-featured-image\"><a href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q1-2025\/\" target=\"_self\" ><img loading=\"lazy\" decoding=\"async\" width=\"843\" height=\"469\" src=\"https:\/\/asiloam.com\/wp-content\/uploads\/2025\/04\/Artboard-1-copy-11.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"Quarterly Letter Q1 \/ 2025\" style=\"aspect-ratio:16\/9;width:100%;object-fit:cover;\" srcset=\"https:\/\/asiloam.com\/wp-content\/uploads\/2025\/04\/Artboard-1-copy-11.jpg 843w, https:\/\/asiloam.com\/wp-content\/uploads\/2025\/04\/Artboard-1-copy-11-300x167.jpg 300w, https:\/\/asiloam.com\/wp-content\/uploads\/2025\/04\/Artboard-1-copy-11-768x427.jpg 768w\" sizes=\"auto, (max-width: 843px) 100vw, 843px\" \/><\/a><\/figure>\n\n\n<div class=\"wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-ff02c8dd wp-block-group-is-layout-flex\"><h2 class=\"has-link-color wp-elements-11 wp-block-post-title has-text-color has-primary-color has-text-align-center\"><a href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q1-2025\/\" target=\"_self\" >Quarterly Letter Q1 \/ 2025<\/a><\/h2>\n\n<a class=\"wp-elements-12 wp-block-read-more has-text-color has-contrast-color\" href=\"https:\/\/asiloam.com\/en\/quarterly-letter-q1-2025\/\" target=\"_self\">Read more<span class=\"screen-reader-text\">: Quarterly Letter Q1 \/ 2025<\/span><\/a><\/div>\n\n<\/li><\/ul>\n\n\n\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignwide is-layout-flow wp-block-group-is-layout-flow\" id=\"monthly\">\n<h2 class=\"wp-block-heading has-xx-large-font-size\">Monthly Reports<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Please note: The monthly reports of the <strong>Asilo Argo non-UCITS<\/strong> fund are available below. All numerical data in the reports relates to the fund&#8217;s unit class I.<\/p>\n\n\n\n<div class=\"wp-block-query alignwide has-global-padding is-layout-constrained wp-block-query-is-layout-constrained\"><ul class=\"columns-2 alignwide wp-block-post-template is-layout-grid wp-container-core-post-template-is-layout-2f2dc779 wp-block-post-template-is-layout-grid\"><li class=\"wp-block-post post-1502 post type-post status-publish format-standard has-post-thumbnail hentry category-monthly-reports\">\n<figure class=\"wp-block-post-featured-image\"><a href=\"https:\/\/asiloam.com\/en\/monthly-report-january-2026\/\" target=\"_self\" ><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/asiloam.com\/wp-content\/uploads\/2026\/08\/49.jpg\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"Monthly Report \u2013 January 2026\" style=\"aspect-ratio:16\/9;width:100%;object-fit:cover;\" srcset=\"https:\/\/asiloam.com\/wp-content\/uploads\/2026\/08\/49.jpg 1920w, https:\/\/asiloam.com\/wp-content\/uploads\/2026\/08\/49-300x169.jpg 300w, https:\/\/asiloam.com\/wp-content\/uploads\/2026\/08\/49-1024x576.jpg 1024w, https:\/\/asiloam.com\/wp-content\/uploads\/2026\/08\/49-768x432.jpg 768w, https:\/\/asiloam.com\/wp-content\/uploads\/2026\/08\/49-1536x864.jpg 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/a><\/figure>\n\n\n<div class=\"wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-ff02c8dd wp-block-group-is-layout-flex\"><h2 class=\"has-link-color wp-elements-13 wp-block-post-title has-text-color has-primary-color has-text-align-center\"><a href=\"https:\/\/asiloam.com\/en\/monthly-report-january-2026\/\" target=\"_self\" >Monthly Report \u2013 January 2026<\/a><\/h2>\n\n<a class=\"wp-elements-14 wp-block-read-more has-text-color has-contrast-color\" href=\"https:\/\/asiloam.com\/en\/monthly-report-january-2026\/\" target=\"_self\">Read more<span class=\"screen-reader-text\">: Monthly Report \u2013 January 2026<\/span><\/a><\/div>\n\n<\/li><\/ul>\n\n\n\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Insights Quarterly Letters The Portfolio Managers of Asilo Argo (the Asilo Argo non-UCITS fund and the Asilo Argo Lux Fund)&nbsp;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&nbsp;quarter and Asilo&#8217;s [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-1495","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/asiloam.com\/en\/wp-json\/wp\/v2\/pages\/1495","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/asiloam.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/asiloam.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/asiloam.com\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/asiloam.com\/en\/wp-json\/wp\/v2\/comments?post=1495"}],"version-history":[{"count":11,"href":"https:\/\/asiloam.com\/en\/wp-json\/wp\/v2\/pages\/1495\/revisions"}],"predecessor-version":[{"id":1531,"href":"https:\/\/asiloam.com\/en\/wp-json\/wp\/v2\/pages\/1495\/revisions\/1531"}],"wp:attachment":[{"href":"https:\/\/asiloam.com\/en\/wp-json\/wp\/v2\/media?parent=1495"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}