ESTea #5 01/06/21 Wherein the author defends some ‘green’ hedge funds that invest in oil companies
It’s a tale as old as time. Monkey see band wagon, monkey get on the band wagon.
ESTea #4 24/05/21 ExxonMobil AGM Pressure
On May 26th (this Wednesday), Exxon’s AGM will bring to a head the last year of activity from proactive, environmentally-minded shareholders.
ESTea #3 17/05/21 Musk delivers the ESG tendies
This was the week were Bitcoin got its bad boy image back – partly because it puts out more carbon dioxide than a small country countries, but mainly because a billionaire playboy (come playadult) tweeted about the previous fact.
ESTea #2 10/05/21 Setting off from basecamp
We’ve been doing some work here at Edgefolio to see what the world of ‘ESG’ funds really looks like. With our Fund Platform technology we’re in a unique position to be able to search through our database of 150,000+ funds, looking for fund names and descriptions with the most popular ‘ethical’ investing terms.
ESTea #1 04/05/21 An introduction to ESTea
As this is the inaugural ESTea newsletter, it’s going to be a short one. Let me start by explaining why we have this newsletter and blog, what we think it might become, and what you can expect.
Top Performing Funds (track record >1 year, AUM> $100m) in November 2020
November’s strong rally caught many investors by surprise after a weak October, turning many of the funds that were at the bottom of the pile into winners, and pushing former high performers into the list of laggards.
‘Edgefolio Spotlight’ – Steve Reece, Windrose
This week we introduce Steve Reece, founder and COO of Windrose to the spotlight! Read about the operations at Windrose and Steeve’s thoughts of opportunities in a post-covid world.
Top Performing Funds (track record >1 year, AUM> $100m) in October 2020
As the northern hemisphere headed firmly into autumn, the October news flow was dominated by two topics: the resurgence of Covid-19 in Europe, and the upcoming US elections. Markets spent much of the month in wait-and-see mode, before the announcement of widespread restrictions across Europe.
Top Performing Funds (track record >1 year, AUM> $100m) in September 2020
The third quarter emphasised the benefits of geographic diversification. Asian equities returned over 10% and are the joint best-performing equity region year to date, up over 5%.