

Client Update, August 6, 2025: A Tariff Update
It’s been just over four months since Trump’s April 2 “Liberation Day” tariff announcements, and many observers have been surprised by...
Glenn D. Surowiec
5 days ago
We post mid-year and end-of-year client updates, and post presentations and resources that give insights into our process, positions, and investing philosophy. Explore our commentary by year: