Equity

Call them hallucinations, fantasies or glitches — fact-challenged answers from ChatGPT and other generative AI tools demonstrate the critical function...

Macro sensitivities and sector biases of traditional value metrics may affect how well they work in different market and economic environments. We take a broad approach, combining fundamental analysis with macro awareness to deliver more consistent through-the-cycle results.

Learn the difference between divesting “bad ESG” companies vs. including and engaging companies to find those likely to be voted “Most Improved in ESG."

How are E, S and G evolving? takes a look at critical changes in how investors assess each component of environment, social and governance factors.

Jim and Laura dive into processes and tools, including our proprietary V-score

Do ESG critics have a point? raises issues such as ESG’s recent underperformance (and the problem with generalizing issues about ESG)