Maintaining Focus

04/30/2025

Bernard Horn, Jason Crawshaw, Samuel Horn, Kenneth Kim, Meredith Winsor, Bin Xiao and Kevin Xu, of Polaris Capital Management describe how they’re processing tariff-related turmoil, how they surface potentially mispriced ideas, and what they think the market is missing today in Loomis, Barry Callebaut, Endesa, Tecnoglass and LATAM Airlines.

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