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Miller Deep Value Select Strategy Q2 2025 Letter

Source: SeekingAlpha

2025-07-23 09:05:00 ET

Don’t Forget Small Caps!

The first half of the year saw increasing similarities to the 2020 time-period. In both time periods, initial tariff and Covid fears drove the VIX Index ( VIX ) to over 50 and the U.S. Economic Policy Uncertainty Index rapidly increased to an all-time high. In March 2025, the Economic Uncertainty Index sharply rose to 725, peaking more than 50% higher than 2020’s peak. On April 8th, equity markets troughed and began to recover as the Economic Policy Uncertainty and the VIX Index started their decline....

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Miller Deep Value Select Strategy Q2 2025 Letter
Nabors Industries

NASDAQ: NBRWF

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$968,431,125
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