by Andrew Baber | Jun 5, 2022 | Hatchings
Hatchings JUNE 2022 – ISSUE 5 Climate change: a Q&A for investors Kristen Le Mesurier “Is my fund investing with climate change in mind? How will my portfolio be affected by climate change in the next few years?” These are some of the questions we’ve heard...
by Andrew Baber | May 28, 2022 | Hatchings
Hatchings MAY 2022 – ISSUE 4 War in Ukraine Companies supporting Ukrainians in a time of humanitarian crisis Kristen Le Mesurier When Russia invaded the Ukraine, fund managers quickly assessed portfolio exposures to both countries. With Russian sanctions in...
by Andrew Baber | Apr 20, 2022 | Hatchings
Hatchings APRIL 2022 – ISSUE 3 Measuring ESG: how a quant approach is unveiling actionable insights Here’s a surprise: the more times a board of directors meets, the more likely a company will underperform. It’s a counterintuitive finding from the quantitative...
by Andrew Baber | Mar 25, 2022 | Hatchings
Hatchings MARCH 2022 – ISSUE 2 Short term pain for long term gain:lessons from James Hardie “We terminated Jack Truong as the CEO of James Hardie. The termination of employment is immediate with immediate effect. After extensive due diligence, the board...
by Andrew Baber | Feb 20, 2022 | Hatchings
Hatchings FEBRUARY 2022 – ISSUE 1 Why growth stocks still have plenty of life Growth versus value stocks. It’s a time-worn conundrum for investors. During the past two decades, as central governments tamed inflation, growth stocks have outperformed value...
