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“The problem is that the governance structures in these companies are adolescent at best, ill-equipped to handle their rapid rate of revenue growth, their evolving business models, and their swiftly changing capital structures. I fear these factors will coalesce to make an eventual market downturn even more painful than it would be otherwise.”
[COMMENTARY]...
“This year, anti-DEI proposals represent the dominant form of DEI-related shareholder activism, while pro-DEI proposals have receded significantly in both volume and voter support.”
[COMMENTARY] For many companies, DEI makes sense organizationally and financially. That doesn’t mean it’s required for every company. I sense that, in many companies, the ...
“There were about 150 faith-based mutual funds and ETFs with nearly $97 billion in assets in Morningstar’s database as of the end of April 2026, smaller than 30 entire fund families.”
[COMMENTARY] Ethical and sustainable i...
“Critics, including law professor Lucian Bebchuk at Harvard University and economist Alex Edmans at Lon...
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New May Podcast:
May 2026 Sustainable Stock an...