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Capital Structure - 3 Sep 25

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Fundamentals - 3 Sep 25

Valuation - 3 Sep 25

Interest Coverage - 3 Sep 25

Investment Discussion - 3 Sep 25

 
SARRIA News -INTU
House of HR - What we were looking for - Model Update - Positioning
Wolfgang Felix
House of HR - What we were looking for - Model Update - Positioning
Wolfgang Felix

All,

Please find our updated analysis on House of HR here.

HoHR has effectively no tangible assets in a sector that has shown significant volatility in 2025. In addition, HoHR has a Q225 acquisition to digest, which is

Wolfgang Felix
House of HR - comment
Wolfgang Felix
House of HR - comment
Wolfgang Felix

Results were right on target. Revenues were ever-so-slightly softer than expected, but pricing compensated for it so that

Wolfgang Felix
Client Call Presentations – Now on Our Website
Martha Felix
Client Call Presentations – Now on Our Website
Martha Felix

As per popular demand, we’ve made the Client Call presentations available as part of our new Client Call layout.

Martha Felix
House of HR - What you are looking for
Wolfgang Felix
House of HR - What you are looking for
Wolfgang Felix

Please find our initiation of House of HR here.

If you are looking for a safe 8% yield on a senior secured bond in a pro-cyclical business, HoHR is a good place to look. While performance is still falling, and

Wolfgang Felix