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Executive Summary: Decarbonization 2.0 will usher in an era of rapid consumer facing change. We remain in the early days of a generational investment theme. Market disruption will create winners and losers, best capitalized on by a discerning investor. Click HERE to read more. &...

Executive Summary: The inherent characteristics of ESG data make it uniquely challenging to apply a rigid, mechanistic approach for interpretation and investing. We believe active approaches are advantaged by their ability to leverage a variety of inputs, including management access and ...

Westfield’s Take on the Path Forward and How to Play It Executive Summary: The dramatic change in market inflation expectations over the past year resulted from a remarkable confluence of events. Although some supply disruptions are likely to subside over time, we expect underlying pr...

Executive Summary: Our approach to ESG analysis has evolved alongside the breadth and quality of data available to analyze. We believe the insights gleaned from our fundamental analysis are enhanced by ESG analysis and the combination leads to better investment decision making. Wild...

By Will Muggia President, CEO & CIO Executive Summary: A major shift is taking place in stock market leadership The period of zero interest rates, slow economic growth, and disinflation is ending The environment going forward is ideal for GARP investing and active management ...

  Hi All, I’ll preface my message with the acknowledgement that I cannot understand the experience of being Black in America, but I can stand with the Black community. I also acknowledge the frustration that must come with watching Whites in America just now waking up to the battle that...

Half of men and one third of women will get cancer in their lifetime, the dreaded disease that has shadowed humankind for all of its recorded history and was first referenced three thousand years ago in the time of the pharaohs...

• We are increasingly living in a data-centric economy, from the highly targeted recommendations on Amazon, to the smart lights and security cameras in connected homes, to the fully autonomous car of the future.
• Semiconductors play an integral role in this evolving ecosystem, as all of this data needs to be processed, networked, stored, and analyzed.
• As investors better appreciate these emerging secular drivers of semiconductor demand, we believe it could change the way they invest in and value semiconductor stocks.

Every day 1.1 billion vehicles worldwide take to the roads, and in the process consume roughly 77 million barrels of oil, produce 100,000 tons of carbon dioxide, cause 3,425 fatal car crashes, and create approximately $1.7 billion worth of economic drag from congestion... 

Author: Will Muggia – President, CEO & CIO As an active manager of public equities who has faced some of the challenges of the recent market environment, our views of the Active vs. Passive debate may be seen as biased, however, we think it is important to put the current conditions in hi...