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letters
The New Cold War
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7 reading minutesRead moreWhen we read about history, each episode seems to be clearly initiated by some notable event. The Second World War began on September 1, 1939,…
Latest letters
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Read moreHow to deal with the macroeconomic scenario?
In this month's letter, we explain why we don't base investments on macroeconomic forecasts: even experts often make mistakes when estimating…
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Read moreAnnual Letter 2021
In this month's letter, we celebrate 2021 with a 19.4% return, surpassing the Ibovespa and CDI, and with growth in equity and…
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Read moreBook Suggestions
We reserved our last letter of the year to suggest five books related to investment. As a criterion, we prioritized works…
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Read moreIs it a good time to invest in the Ártica fund?
In this month's letter, we show that regular investments in the Arctic have a performance very close to "perfect timing," a strategy that is difficult to…
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Read moreInvestment Case – Marcopolo
In this month's letter, we highlight our thesis on Marcopolo, a leader in bus bodies, which is facing low demand, but…
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Read moreSmall cap investment
In this month's letter, we highlight the advantages of investing in small caps, smaller companies often overlooked by the market,…
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Read moreStocks with insider purchases
In this month's letter, we show that insider buying is a strong indicator of future stock appreciation. Historical studies prove…
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Read moreHow we achieved a 15.2x return in 8 years
Since 2013, Ártica LT FIA has delivered 15.2x the invested capital, with an annualized return of 40.6%, far outperforming the Ibovespa.…