Corsair Capital Management Investor Letter: Concerns About Trump Tariffs, Tech Valuations

In its Q2 investor letter released in late-July, the fund expressed concern over the growing trade war being waged by U.S President Donald Trump against not only China, but also several of the United States' longest standing allies, including Canada, Mexico, and Europe. The fund was endeavoring to avoid any companies that could be caught up in the tariff war. The fund further cautioned investors...