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We view the increasing importance placed on environmental, social and governance (ESG) factors as one of the most notable investment management trends in recent years. Conversations with our clients, management teams of portfolio holdings and team members have suggested that “how business is conducted” is increasingly important. The business news media certainly took note of this trend in 2019, prompting widespread public discussion of the role of business in society.
Portfolio manager Rezo Kanovich discusses the compelling opportunities in health care and technology.
Portfolio manager Rezo Kanovich discusses the team’s risk management process.
Perhaps the adage, “Time is money,” is no truer anywhere than in equity markets. Some new research into high frequency trading (HFT) by the UK’s financial regulator, the Financial Conduct Authority, has quantified how much money may be tied to minuscule amounts of time—its answer: $4.8 billion, which represents the estimated revenue traders make from capitalizing on “slightly out-of-date prices.” Flash Boys kind of stuff.