In 1H22 societies, economies & markets around the world were shaken by the actions of unelected policymakers in Russia (Putin-war), China (Xi-lockdown) & the U.S. (Powell-panic). Though all telegraphed, each proved more aggressive & consequential than expected. Regardless, our Key Themes are unchanged (pg-5). In fact, recent events further validate our “2001 Analog” (pg-6).
2Q22 Review & Strategy Update
- Patrick B. Rien, CFA
- July 19, 2022
Our Principals
Truth
Seeking truth to better inform our decisions and better serve our clients.
Integrity
Honesty & diligence are the foundation on which we build our relationships.
Focus
Listening with intent to understand our clients' needs to achieve their goals.
Excellence
Critical & objective evaluation of our positions to reach beyond the standard.