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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. Still other managers gather together a pool of companies with favorable ESG characteristics.

Food 52
article thumbnail

Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. Still other managers gather together a pool of companies with favorable ESG characteristics.

Food 52
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Transcript: Aswath Damodaran

The Big Picture

In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash. But if you load up your portfolio with those, God only knows what a year or two from now you’re going to be looking at because these companies are going to be forced to cut their dividends.

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