July 2020

July 2020

There is a Twitter account started by two University of Vermont professors called Hedonometer that measures the average happiness of everyone’s tweets. On May 29th, it calculated that the civil unrest created by the death of George Floyd produced the saddest day ever...
Positive screening: finding opportunity in disruption

Positive screening: finding opportunity in disruption

We often focus on the value of our investment philosophy when it comes to managing risk.  Focusing on sound fundamentals and incorporating Environmental, Social, and Governance (ESG) data into our process allows us to better gauge liabilities for the investments we...
ESG, de-risking, and staying out of market tailspins

ESG, de-risking, and staying out of market tailspins

There has been a renewed focus on the intersection of investing and corporate citizenship, as businesses and investors see the how Environmental, Social, and Governance (ESG) themes rise to the fore in times of crisis. While it is true that COVID-19 and the Black...