In his second quarterly letter to clients, Andrew Dyson focuses on the importance of separating facts and opinions in the ESG arena, and on being completely transparent with clients about ESG factors that are impacting our portfolio decisions.
We seek to provide a responsive, data-driven perspective that carefully balances clients’ growing desire to invest responsibly and our primary mandate to maximize their long-term risk-adjusted returns.
As the longest US equity bull market in history nears the decade mark, cracks are clearly forming. Investors are coming to realize that “index” is not a synonym for “safe.” But what comes next? Here we offer some different ways of thinking about – and solving for – the potential trouble spots that those invested for the long term face today.