by RMCM | Jul 20, 2020 | Commentary
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...
by RMCM | Jul 7, 2020 | Commentary
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...
by RMCM | Jun 9, 2020 | Commentary
In an earlier commentary, we discussed the potential of 5G, providing a perfect springboard into the discussion of Artificial Intelligence (AI) and automation. While 5G, AI, and automation are completely different, they have a symbiotic relationship: 5G is the network...
by RMCM | May 15, 2020 | Commentary
“We are more interested in where the company is going, rather than where it has been.” That’s a maxim we often share with our clients and partners when considering companies for investment. The sentiment certainly applies to our overall philosophy and approach. Take...
by RMCM | Apr 23, 2020 | Commentary, News
Environmental, social, and governance (ESG) strategies continue to hold up during the coronavirus pandemic. Our CEO and Chairman, Chat Reynders, recently spoke with InvestmentNews about our approach to ESG and how it helps us better understand liabilities and identify...
