Driehaus Capital Management is an independent boutique investment adviser managing long-only equity and multi-asset alternative strategies.
of institutional investment experience, founded in 1982 by renowned investor Richard H. Driehaus.
Despite a turbulent quarter in emerging markets, we continue to note an improving backdrop for stock selection and rising macro dispersion. This month’s commentary examines contributors and detractors from Q2 performance, as well as recent portfolio shifts, in greater detail.
It has been a rough year for the American farmer. If absorbing the impact of an escalating trade war with China and its adverse impact on crop prices and export volumes was not enough, farmers are now having to contend with Mother Nature. Cold, wet weather and flooding in the spring of 2019 has created a difficult operating environment for farmers.