Not a Client?
Find Out More!

The ESG revolution shows how theme-driven investing can beat the indexes.

In 2019, the majority of renewable energy ETFs returned over 60%. ‘Meanwhile, the Tortoise Global Water ESG Fund beat the S&P 500 by nearly 10 percentage points. And YTD, the BVP Nasdaq Emerging Cloud Index—which aggregates SaaS companies, most of whom score high for ESG due to factors like low-carbon footprints and high employee compensation—has beaten the S&P 500 by more than 11%. Renewable energy, water, and SaaS are all themes we’ve highlighted in these pages for years. And they are all themes that will prove essential to maximizing ESG-driven outperformance over the next decade. Today, ESG is a nebulous, if not disingenuous megatrend. It is beset with greenwashing—both companies and indexes exaggerating their environmental,...

Want to read more?

SUBSCRIBE TODAY

Already a subscriber? Login here.

SUBSCRIBE NOW!

OR SIGN-UP FOR A COMPLIMENTARY TRIAL

GET STARTED!

A 38-year track record is no guarantee of success, but can you afford to bet against it?

Become a 13D client today or learn more about our research.

Get Started!