Back from the Brink?
May 16, 2025
President Trump has said that he loves tariffs. He also loves deals. This week, equity markets cheered that the dealmaker triumphed over the tariff-lover – at least for the time being.
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We believe that every investment can marshal intentional shifts to generate long-term value.
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Quarterly Letter – Q1 2025: Going Strong…Until Now?
April 25, 2025
Dramatic policy shifts in the US in April can make it seem like an exercise in nostalgia to look back on the first quarter of this year.
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