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Capital Call #1 - Trump Tarrifs: Liberation (from Profits) Day - Musings from the Woodworth Contrarian Fund Managers / Millegan Brothers
Tariffs, tantrums, and $6 trillion in vanishing value—what better time for the first-ever Capital Call? On this so-called “Liberation Day,” investors were liberated mostly from their gains. Quinn and Drew, managers of the Woodworth Contrarian Fund, unpack policy chaos, circuit breakers, and why Kohl’s might just be the thrift store Picasso—buried under junk, but worth a second look.
www.Woodworth.Fund
Capital Call #1 with Quinn Millegan & Drew Millegan , managers of the Woodworth Contrarian Fund.
April 4th 2025 Post-market-close
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By Woodworth Contrarian Fund / The Millegan BrothersTariffs, tantrums, and $6 trillion in vanishing value—what better time for the first-ever Capital Call? On this so-called “Liberation Day,” investors were liberated mostly from their gains. Quinn and Drew, managers of the Woodworth Contrarian Fund, unpack policy chaos, circuit breakers, and why Kohl’s might just be the thrift store Picasso—buried under junk, but worth a second look.
www.Woodworth.Fund
Capital Call #1 with Quinn Millegan & Drew Millegan , managers of the Woodworth Contrarian Fund.
April 4th 2025 Post-market-close