Hugo Angelo Lucien Manenti
Hugo Angelo Lucien Manenti@hugomanenti95

Performance
All

11.71%2025
2025
5.17%2024
2024
47.16%2023
2023
-34.13%2022
2022
20.16%2021
2021
90.74%2020
2020
90.7%0%-90.7%
Top
Hugo Angelo Lucien Manenti
Portugal
3 days ago
Edited
๐—ช๐—ฒ๐—ฒ๐—ธ๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ โ€” ๐—๐˜‚๐—น๐˜†โ€ฏ๐Ÿณ,โ€ฏ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ Dear all, Given the lack of significant developments in the prior week, I decided to skip it and only write a post for the last two weeks. Peace negotiations, progress on trade, and a dovish drift from the Fed => positive headlines continue to support... Show More
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Hugo Angelo Lucien Manenti
Portugal
20 days ago
Edited
๐—ช๐—ฒ๐—ฒ๐—ธ๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ โ€” ๐—๐˜‚๐—ป๐—ฒ ๐Ÿฎ๐Ÿฌ, ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ Dear all, A week marked by the FOMC meeting and geopolitical flare-ups in the Middle East. Stocks bouncing around, consolidating. Here's the weekly debrief ๐Ÿ‘‡ ๐—œ. ๐— ๐—ฎ๐—ฐ๐—ฟ๐—ผ & ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—ฅ๐—ฒ๐—ฐ๐—ฎ๐—ฝ ๐Ÿ”น ๐—™๐—˜๐—— ๐—ผ๐—ป ๐—ต๐—ผ๐—น๐—ฑ: The Fed kept... Show More
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Hugo Angelo Lucien Manenti
Portugal
27 days ago
๐Ÿ“… ๐—ช๐—ฒ๐—ฒ๐—ธ๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ โ€” ๐—๐˜‚๐—ป๐—ฒ ๐Ÿญ๐Ÿฏ, ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ Dear all, One more week of volatility: Trump and Xi reached an understanding, inflation showed surprising softness, jobless claims edged higher, and the Middle East lit the fuse on oil. Markets jumped around - but underneath it all, we stayed... Show More
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Hugo Angelo Lucien Manenti
Portugal
about a month ago
๐Ÿ—“๏ธ ๐—ช๐—ฒ๐—ฒ๐—ธ๐—น๐˜† ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ โ€” ๐—๐˜‚๐—ป๐—ฒ ๐Ÿฒ, ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ Dear all, Given the state of the markets, I decided to start writing on a weekly basis. I hope that youโ€™ll like having more frequent and timely updates. Iโ€™ll do my best to provide insights rather than just regurgitate news. This week was once again... Show More
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Hugo Angelo Lucien Manenti
Portugal
about a month ago
Edited
๐— ๐—ฎ๐˜† ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ โ€” ๐—ง๐—ฟ๐—ฎ๐—ฑ๐—ฒ ๐—•๐—ฟ๐—ฒ๐—ฎ๐—ธ๐˜๐—ต๐—ฟ๐—ผ๐˜‚๐—ด๐—ต๐˜€ & ๐˜๐—ต๐—ฒ ๐—ง๐—ฟ๐˜‚๐—บ๐—ฝ ๐—ฃ๐—ถ๐˜ƒ๐—ผ๐˜ Dear all, After Aprilโ€™s turbulence, May delivered a much-needed bounce. Trump shifted towards trade pragmatism, expansionary fiscal policy, and struck geopolitical deals. This led to a sharp rally in risk assets. Hereโ€™s... Show More
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Hugo Angelo Lucien Manenti
Portugal
2 months ago
Edited
๐—”๐—ฝ๐—ฟ๐—ถ๐—น ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ โ€” ๐—ง๐—ฎ๐—ฟ๐—ถ๐—ณ๐—ณ๐˜€, ๐—ง๐˜‚๐—ฟ๐—ฏ๐˜‚๐—น๐—ฒ๐—ป๐—ฐ๐—ฒ & ๐—ฆ๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐—ถ๐—ฐ ๐—ฆ๐—ต๐—ถ๐—ณ๐˜๐˜€ Dear all, April delivered a sobering dose of macro reality. The U.S. economy contracted for the first time in nearly three years, as front-loaded imports and policy-induced uncertainty weighed on growth.... Show More
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Hugo Angelo Lucien Manenti
Portugal
3 months ago
Edited
๐Ÿ“‰ ๐—ค๐Ÿญ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ โ€” ๐—ฉ๐—ผ๐—น๐—ฎ๐˜๐—ถ๐—น๐—ถ๐˜๐˜†, ๐—ฉ๐—ถ๐˜€๐—ถ๐—ผ๐—ป & ๐˜๐—ต๐—ฒ ๐—ฉ๐—ฎ๐—น๐˜‚๐—ฒ ๐—ผ๐—ณ ๐—ฆ๐˜๐—ผ๐—ฐ๐—ธ ๐—ฃ๐—ถ๐—ฐ๐—ธ๐—ถ๐—ป๐—ด Dear all, What a wild quarter. The Trump administration kicked off its second act with a flurry of announcements that unsettled allies and roiled financial markets. Q1 ended with equities under... Show More
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Hugo Angelo Lucien Manenti
Portugal
4 months ago
Dear all, February was tough to swallow. Despite an amazing earnings season for our portfolio, we found ourselves in the crosshairs of a (another) steep sell-off in small cap and cyclical stocks. While I am confident that our portfolio is well positioned for whatโ€™s to come, chaos and poor execution... Show More
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3 replies
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Hugo Angelo Lucien Manenti
Portugal
6 months ago
Edited
Dear all, As promised, here is my outlook and strategy for 2025. They may of course evolve as events unfold. After a quiet 2024, dominated by AI and memes, I expect Trumpโ€™s return to turbocharge key themes we've focused on since 2020. 2025 will be volatile. While the US market may not match the... Show More
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Hugo Angelo Lucien Manenti
Portugal
6 months ago
Edited
Dear all, As the curtain falls on 2024, itโ€™s time to reflect on the yearโ€™s market dynamics, our portfolio performance, and the lessons that will shape our strategy for 2025. After an outstanding 2023, 2024 presented us with challenges that tested our strategy. While I was right on the direction of... Show More
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About hugomanenti95
Portugal
Strategy: Value

Long-term equity investor. Value oriented. Deep fundamental analysis with macro overlay.
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