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Tariffs
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 28, 2025 |
abrdn U.S. Small Cap Equity Fund Christopher Colarik
|
View | Innovation, Tariffs, Small Caps | - | infrastructure, innovation, reshoring, small caps, tariffs |
| 2025 Q3 | Oct 28, 2025 |
BBH Select Series – Mid Cap Fund Tim Harris
|
View | AI, Tariffs, Quality | ANET, BFAM, BJ, BRKR, FOUR, GLOB, ITT, WMS | Artificial Intelligence, Intrinsic Value, Life Sciences, Quality, tariffs |
| 2025 Q3 | Nov 16, 2025 | View | Tariffs | ADPT, AR, BDX, BKR, CEG, DAR, DXCM, HAL, NOW, ORCL | earnings, policy, tariffs, technology, Trade | |
| 2025 Q3 | Oct 9, 2025 |
Hoisington Investment Management Van Hoisington
|
View | Tariffs, Deflation, Capacity | - | AI, Bonds, Capacity Utilization, Deflation, tariffs |
| 2025 Q2 | Jul 24, 2025 |
Hoisington Investment Management Van Hoisington
|
View | Tariffs | - | Deflation, economic contraction, tariffs, Treasuries, yield curve |
| 2025 Q2 | Jul 27, 2025 |
abrdn U.S. Small Cap Equity Fund Christopher Colarik
|
View | Tariffs, Small Cap, Infrastructure | ELF | infrastructure, reshoring, Small Cap Equities, tariffs, Technological Innovation |
| 2025 Q2 | Jul 27, 2025 |
Thornburg Small/Mid Cap Core Fund Steven Klopukh
|
View | Tariffs, Small/Mid Caps | - | high conviction, industrials, Small/Mid Cap Caps, tariffs, technology |
| 2025 Q2 | Jul 2, 2025 |
Advisory Research – Global Select Dividend Adam Steffanus
|
View | Tariffs | - | dividends, Global Equities, inflation, tariffs, Trade |
| 2025 Q2 | Jul 27, 2025 |
abrdn Emerging Markets Fund Devan Kaloo
|
View | AI, Tariffs, Emerging markets | - | AI Infrastructure, China Equities, Currency Trends, emerging markets, tariffs |
| 2025 Q2 | Jul 11, 2025 |
Baillie Gifford -International All Cap Alex Summers
|
View | Tariffs, International Growth | - | Asia, Europe, International Growth, tariffs |
| 2025 Q2 | Jun 30, 2025 |
Mondrian Global Equity Fund Aileen Gan
|
View | Tariffs, Japan, Debt | 6201 JP | Debt, Governance, Japan, tariffs, volatility |
| 2025 Q2 | Jul 27, 2025 |
abrdn High Income Opportunities Fund Ben Pakenham
|
View | High Yield, Tariffs, Credit Spreads | - | Ccc-Rated Bonds, credit spreads, fixed income, High Yield Bonds, tariffs |
| 2025 Q2 | Jun 30, 2025 |
International Equity Value Opportunities Aileen Gan
|
View | Tariffs, Japan, Debt | 6201 JP | Debt, Governance, Japan, tariffs, volatility |
| 2025 Q2 | Jul 27, 2025 |
abrdn International Small Cap Fund Kirsty Desson
|
View | Defense, Tariffs, International Small Cap | 7164 JP, CHG LN, RKT LN | AI Materials, Defense Spending, International Equities, Small Cap Stocks, tariffs |
| 2025 Q2 | Jul 16, 2025 |
Skybound Wealth Management Jabir Sardharwalla
|
View | Tariffs, Debt | - | Europe equities, gold, inflation, sovereign debt, US Dollar |
| 2025 Q1 | Apr 24, 2025 |
Tidefall Capital Management Trevor Scott
|
View | Tariffs, Optionality, Fragmentation | KROS | asymmetric returns, Balance Sheet Strength, Biotech Value, Geopolitical Risk, Trade Policy |
| 2025 Q1 | Apr 14, 2025 |
WestEnd Capital George Bolton
|
View | Defense, Tariffs, Volatility | BA/ LN, PLTR, RHM GR, SCHW | Artificial Intelligence Platforms, Cash Allocation, Defense Spending, Market Volatility, Tariff Policy |
| 2025 Q1 | Apr 28, 2025 |
AGT Partners Gregory See
|
View | Tariffs, Risk Management, Protectionism | - | Defensive Stocks, Deleveraging, tariffs, trade war, volatility |
| 2025 Q1 | Mar 31, 2025 |
Evolve Private Wealth Razmig Der-Tavitian
|
View | Tariffs, Diversification | - | Alternatives, Bonds, International Equities, Trade Policy, US Dollar |