Long Wars, Long Contracts: Why Army Procurement Belongs in Your Portfolio - Part 1

The Paul Truesdell Podcast · Aug 31, 2025 · 8m

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Good morning, good afternoon, or good evening, depending on when you are listening. Let us begin the first part of this multi-segment series on the U.S. Army’s newest weapons programs and how they fit into our Military Procurement Portfolio.

For many of you who are approaching retirement, in retirement, or well into those later years of life, I want to make something very clear: when we talk about owning the companies that design, manufacture, and maintain these weapons systems, we are talking about long-term ownership. The Military Procurement Portfolio is not designed for trading in and…