Investment Team Voices

Policy Clarity Creates Near-Term Value; AI Drives Long-Term Growth

John Hillenbrand
July 1, 2025

The investment landscape has transitioned from policy uncertainty to operational clarity, creating an environment where markets reward quality growth companies positioned for policy benefits and transformative themes like AI adoption. We believe our multi-asset structure—combining equities with convertible securities and options strategies—provides flexibility to capture opportunities and manage risk.

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US Equities: Room to Run, but Selectivity Matters More

Matt Freund, Michael Kassab
July 1, 2025

The first half of 2025 showcased US market resilience with a V-shaped recovery following tariff deferrals. Investors now await clarity on tax policy, trade, and Fed direction to reduce uncertainty and sustain valuations. Our all-cap growth strategy spans themes from the Mag 7 to cybersecurity and AI, maintaining a positive bias while viewing drawdowns as opportunities.

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