Horos Asset Management

Overview

Horos Asset Management is a Spanish investment firm specializing in value-oriented investment strategies. The firm focuses on identifying undervalued companies with strong fundamentals, aiming to generate long-term capital appreciation for its investors. The firm's investment approach is inspired by the value investing philosophy of Warren Buffett, emphasizing a disciplined analysis of financial statements and a long-term investment horizon. Horos Asset Management manages a range of investment funds, including equity and fixed income funds, catering to both individual and institutional investors. In 2025, Horos Asset Management experienced exceptional growth, tripling its assets under management from €150 million to nearly €400 million and increasing its client base from 5,000 to 16,000. This growth was driven by strong returns from its funds, with the Horos Value Internacional achieving a 27.5% return for the year and an average annual return of 18.8% over the past five years. The Horos Value Iberia also stood out with a 43% return in 2025 and an average annual return of 16%. The firm also launched its first fixed income fund, Horos Patrimonio, managing €45 million. Horos Asset Management's success is further reinforced by strategic alliances that facilitate the distribution of its products and the growth of its pension plans, which now have over 3,000 participants with a 28% return for the year. The firm's commitment to value investing principles and its focus on delivering consistent, long-term returns have established it as a prominent player in the Spanish investment landscape.

Investment Focus

• Investment horizon of 5-10 years
• Preference for investments in undervalued companies with strong fundamentals
• Focus on companies with a competitive advantage and strong management team
• Interest in both equity and fixed income investments

Portfolio Companies