ESG

Q2 2024 Active Management Review: Momentum Keeps Rolling

Shifting Narratives: What The Highs And Lows Mean For Expectations

Market concentration rose to multi-decade highs as names like Nvidia, Apple, and Microsoft continued to surge higher. The three largest names in the S&P 500 accounted for 40% of the total returns through the end of 2024. On the lower economy and inflation side of the debate, the Fed continues to work to lower inflation.

Weekly Report: what happened at ESG last week (0715-0719)?

Fresh Thinking On Active Investing In U.S. Large-Cap Stocks

Home Investing Strategy Portfolio Strategy Fresh Thinking On Active Investing In U.S. Large-Cap Stocks. Tony DeSpirito challenges conventional thinking that alpha-seeking investors should avoid large-cap stocks. The top stock by market cap in the S&P 500 is larger than the entire small-cap universe.

Beware The 'Relative Value' Trap

Capital has been rotating out of tech into small and mid-cap indices. Global fund flows have been concentrated in the most expensive US tech sector. The odds of a Fed easing cycle have risen as the US economy continues to weaken. The 'Relative Value' Trap is a trap investors are falling into.

Parnassus Value Equity Fund Q2 2024 Investment Commentary

Parnassus Value Equity Fund (Investor Shares) returned -3.81% for the quarter, underperforming the Russell 1000 Value Index’s -2.17%. The strategy pursues strong risk-adjusted returns by owning a concentrated portfolio of U.S. Large cap stocks.

Weekly Report: what happened at ESG last week (0708-0712)?

Buy 9 Sustainable Dividend Dogs Of Barron's July Top 100

Home-products company Clorox sits at the top of Barron's seventh annual list of 77 most sustainable companies. The top 10 of 77 of 77 dividend-paying sustainable companies ranged 4.37%-12.73% by annual yield. Top ten of 77 for Barron's July 2024 list of the top 100 most sustainable dogs by yield are 9 of the 77. The list is based on Barron's evaluation of more than 230 environmental, social and governance indicators.