Notes from Dana Hollinger, Linda-Eling Lee, Matt Orsagh, Gareth Shepherd, Lorraine Wilson and Jen Wieczner presentation at the 2019 SALT Conference called “ESG Investing: Identifying Factors And Applying Principles.”
Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com
FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold
Founded in 2008, UK-based Metropolis Capital has carved out a fantastic track record over the past 14 years. The firm manages $2.5 billion and has earned 9.3% per annum... Read More
Morning Market News
Stocks that are expected to trade actively in U.S. markets on Monday include: Caterpillar Inc. (NYSE:CAT), General Motors Company (NYSE:GM), Halliburton Company (NYSE:HAL), Apple Inc. (NASDAQ:AAPL),... Read More
Fears Of Impending Interest-Rate Hike Tarnish Gold by Dan Steinbock, Difference Group
Not so long ago, gold rose to new highs. Recently, it has suffered the most challenging losses since... Read More
Editor’s note: This article is part of a series ValueWalk is doing on tail risk hedge funds. The series is based on over a month of research and discussions... Read More
Another day, another upgrade to gold price expectations. This time, the upgrade comes from UBS’s Global FX strategist Joni Teves, who believes that the price of the yellow metal... Read More
JPMorgan came out of the earnings gate strong, with its most significant earnings beat since the second quarter of 2014. The bank beat earnings estimates in most every category... Read More
Death Of The Risk-Free Rate by Chris Brightman, Research Affiliates
Key Points
Abandoning the assumption of a positive risk-free rate alters our conceptions of money, monetary policy, and investment risk.... Read More
As the digitization of financial transactions becomes ever more mainstream, with Bitcoin’s core technology blockchain leading the way, the rapid adaptation raises security concerns at the same time its enhanced efficiency... Read More
Another Strong Quarter For Fannie Mae & Freddie Mac, Another Profitable Pay-Out To Treasury by Investors Unite
Fannie Mae and Freddie Mac both boasted healthy second quarters this year, according... Read More
The U.S. Securities and Exchange Commission is reportedly examining whether mutual fund managers are dipping more deeply than allowed into their investors’ money to pay brokers who distribute the... Read More
