President Trump's new tariffs could cause prices to rise for consumers and induce a period of slowing economic growth.

Beyond core holdings, the managers seek inflection points ... Moreover, cash flow modeling is challenging in energy firms, where commodity prices are often volatile. The core of the portfolio ...

Managers have maintained a persistent overweighting to this sector of late in part because of their familiarity with their holdings here (two of this strategy’s three comanagers spent time ...