Value Investing Goldman Sachs’s Third-Quarter Profit Soars

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• Goldman Sachs’s Third-Quarter Profit Soars
• Failure to Impact - Are ESG Funds Delivering on Investor Ambitions
• Summers Value Partners stock presentation on Emisphere Technologies (EMIS)

Goldman Sachs’s Third-Quarter Profit Soars Posted: 14 Oct 2020 07:07 AM PDT submitted by /u/investorinvestor [link] [comments]

Failure to Impact - Are ESG Funds Delivering on Investor Ambitions Posted: 14 Oct 2020 01:56 PM PDT Most ESG investors have high aspirations, and addressing climate change is chief among them. There's only one problem: Passive ESG funds don't allocate to the companies that will have any real influence. ESG strategies typically avoid stocks of companies with a heavier carbon footprint, but those are the very businesses that will supply the raw materials for renewable technologies to enable a carbon neutral transition. In our latest research brief, we provide a new investment solution to investors wanting to affect positive environmental change. Our paper proposes allocating to the real asset industries on which a carbon neutral transition depends, but allocating in a way that rewards those companies who will be a fundamental part of that transition, and/or who are evolving to dramatically reduce their emissions. Within the brief we explore: The typical makeup of a passive ESG vehicle, and why its structure misses the mark when it comes to affecting environmental change. The problems associated with relying on backward-looking ESG scores to allocate capital. A data-driven look at the amount of raw materials carbon intensive industries will have to produce to enable renewable technologies to proliferate. Why allocating capital to carbon intensive businesses – but allocating selectively – may serve as a better construct for rebuilding the world in a carbon-lite manner. Link to full report submitted by /u/massifcap [link] [comments]

Summers Value Partners stock presentation on Emisphere Technologies (EMIS) Posted: 14 Oct 2020 01:48 PM PDT https://www.summersvalue.com/wp-content/uploads/EMIS_Presentation_Final.pdf submitted by /u/value101 [link] [comments]

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