In today’s briefing:
- Fiduciary Management Large Cap Equity Q1 2022 Investment Letter
Fiduciary Management Large Cap Equity Q1 2022 Investment Letter
- The war has already had impacts on commodities, intermediate products, and the supply chain.
- If higher interest rates and inflation characterize the landscape for the next several years, it likely spells the end of the era of unbridled speculation and high multiples.
Before it’s here, it’s on Smartkarma