Heartland Opportunistic Value Equity Strategy Q2 2025 Commentary

2025-07-28 08:26:00 ET

Second Quarter Market Discussion

Market sentiment has been volatile, with significant shifts each quarter, and the past three months were no exception. Investors who entered April consumed with the risks of a global trade war began discounting an entirely new set of assumptions by the end of June as the Trump administration agreed to temporarily reduce China tariffs from an embargo-like 125% to a base reciprocal rate of 10% for 90 days, and China followed in lowering headline trade barriers. The prevailing narrative now appears to be that worries over a tariff-induced downturn may have been overblown....

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