Menu
Annual Performance Report 2022
2022 was undeniably a challenging year in the financial landscape. Global economies grappled with unprecedented inflationary pressures, and the subsequent corrective measures by central banks added layers of complexity to an already tumultuous environment. Against this backdrop, Cazadero Capital exhibited resilience and adaptability.
Beginning the year, we embarked on a strategy to recalibrate and diversify our portfolio, anticipating the market’s ebb and flow. Our proactive measures and nuanced approach meant that, despite the challenges, our clients’ portfolios remained robust and well-poised for recovery. This astute positioning was reflected in the growth of our assets under management, reaching a commendable $160 million by the end of the year.
We also identified new avenues of growth and investment. The resurgence of value stocks, after more than a decade of being overshadowed, emerged as a promising frontier. Similarly, our keen focus on sectors like technology, healthcare, and real estate provided the needed balance to our portfolio, ensuring risks were spread evenly.
Furthermore, our team at Cazadero Capital displayed an unwavering commitment to ensuring our clients were well-informed, conducting regular seminars, and workshops to elucidate the market dynamics. The year 2022, with its highs and lows, underscored our belief in agility, foresight, and client-centricity, principles that will continue to guide us into the future.
Beginning the year, we embarked on a strategy to recalibrate and diversify our portfolio, anticipating the market’s ebb and flow. Our proactive measures and nuanced approach meant that, despite the challenges, our clients’ portfolios remained robust and well-poised for recovery. This astute positioning was reflected in the growth of our assets under management, reaching a commendable $160 million by the end of the year.
Financial Summary
This year was a testament to the unpredictability of financial markets. The U.S. stock fund average dipped by approximately 17%, with significant contractions in large-growth funds at nearly 30%. On the bond front, the repercussions of the Fed’s actions coupled with soaring inflation were palpable. U.S. core bond funds witnessed a decline of around 12%, whereas high-yield and inflation-protected bond funds shrunk by about 9% and 8%, respectively. Despite these adversities, Cazadero Capital remains steadfast, leveraging our expertise to pinpoint investment avenues that promise growth and stability.
CSR Report
At Cazadero Capital, responsibility is embedded in our core values. This past year, as market dynamics shifted, our dedication to ESG principles remained consistent. We continued to guide our clients towards responsible investment options, understanding their lasting impact on both portfolios and the planet.
In 2022, we heightened our focus on sustainable practices within our operations. Efforts were made to reduce our overall carbon footprint through efficient energy usage and waste reduction in our offices. We also encouraged our clients to consider electronic communication methods, aiming to minimize paper waste.
Our team members have been integral to our CSR efforts, actively participating in community service and championing our sustainability initiatives. As we move into 2023, Cazadero Capital remains committed to upholding our CSR values, ensuring that our impact extends beyond finance and positively influences the broader community.
Letter to Clients
Dear Valued Clients,
Reflecting on 2022, we acknowledge it has been a challenging year for all investors. Inflation became the linchpin of market dynamics, leading to significant shifts and uncertainties. However, in adversity, there are always lessons and potential opportunities.
The stock market, despite being enveloped in bearish tones, showcased sectors like value stocks making impressive strides. Simultaneously, the bond market, influenced by rate hikes and persistent inflation, painted a more somber picture.
Looking ahead, while 2023 is expected to commence with turbulence, clearer skies are anticipated as we move forward. There is optimism surrounding the potential for long-term economic recovery and moderating inflation. At Cazadero Capital, we stand ready to guide you through these times, utilizing our in-depth research, insights, and unwavering dedication to ensuring your financial growth and security.
Warm regards,
Andreas Vasili, Managing Partner
Contact Cazadero Capital
info@cazaderocapital.com
PHONE
+1 347 809 5954
ADDRESS
New York, United States
Madrid, Spain
Copyright ©2024. All rights reserved.