From Russia Without Love

February 24, 2022

Today, our thoughts are with the people of Ukraine. They have lived through a very challenging period since the fall of the Soviet Union, and it is a sad reality that they must once again face the prospect of armed conflict and war.

In this installment of Gerry’s Journal, we wanted to provide our perspective on what has unfolded so far and the key thematics we are monitoring. If you have any questions about your investments, your strategy, or any of the information we discussed in this edition of Gerry’s Journal, please don’t hesitate to contact us.