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David Herro on CNBC’s “Squawk Box” (04.08.25)
CIO-International Equities and Portfolio Manager David Herro discussed finding opportunity amid tariff uncertainty and market volatility during a CNBC “Squawk Box” interview.

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CIO-International Equities and Portfolio Manager David Herro discussed finding opportunity amid tariff uncertainty and market volatility during a CNBC “Squawk Box” interview.
April 8, 2025
Our Commentary
Commentary
During March, the S&P 500 fell 10% from its year-to-date peak in January; should investors be worried? Considering past market cycles, we believe...
Commentary
As non-U.S. company earnings improve, and leadership and policy changes take place in Europe – the valuation gap is starting to narrow. However,...
Commentary
As tariffs and news headlines drive uncertainty, fixed income markets have started pricing in the impacts – presenting opportunity for value investors.
Commentary
With stock prices down, the team is taking advantage of the opportunity by seeking companies with attractive risk-adjusted returns. An insurance company was a...
Commentary
With stock prices down, the team is taking advantage of the opportunity by seeking companies with attractive risk-adjusted returns. A financial services holding was...
Commentary
The Fund had a strong quarter; a financial holding was a top contributor, while a technology company was a top detractor.
Commentary
The Fund had a strong quarter; a financial holding was a top contributor, while a technology company was a top detractor.
Commentary
The Fund outpaced its benchmark this quarter; a financial holding was a top contributor while a communications company was a top detractor.
Commentary
The Fund benefitted from its overweight to European equities; a facilities management company was a top contributor while a building materials company was a...
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