Quarterly Letter – Investing in Uncertain Times

Slowly but surely, the world has been moving from compromise and coordination to name-calling and tribalism. We read news of impeachment inquiries, trade wars, mass demonstrations, accusations of treason, worsening geopolitical tensions, conspiracy theories, fake news, and Twitter curses, sometimes all in the same day. The current period will likely be studied closely by historians trying to make sense of the many seemingly irreconcilable conflicts that have surfaced.

Pekin Hardy Strauss Recognized as a 2019 Best For The World Nominee

CHICAGO, Illinois: Pekin Hardy Strauss Wealth Management, a Chicago-based independent investment adviser, has been recognized by B Lab as a 2019 Best For The World Honoree in the categories of Changemaker and Customers

Small Cap ESG Value as an Alternative to Private Equity Impact Investing

Private equity investing is often described as a superior alternative to public equity investing with studies citing private equity’s historical outperformance vis-a-vis the S&P 500 Index. However, these studies frequently do not adjust for issues such as 1) appropriate benchmark selection, 2) current market valuations, 3) illiquidity, and 4) high fees.

  • 2019 Impact Report (7/12/2019) - Appleseed Capital acts as a shareholder advocate to encourage boards and management teams to become more transparent and responsible with… ...
  • NASDAQ: Spirit Airlines (5/3/2018) - The airline industry has undergone fundamental changes in the past five to seven years that have made it far more… ...
  • NASDAQ: Green Bonds (4/25/2018) - Green bonds differ from traditional bonds in that the issuers of green bonds publicly state that the capital raised through… ...
  • NASDAQ: China Mobile (4/17/2018) - China Mobile’s subscriber base is almost four times the size of the U.S. customer base of Verizon (VZ), the #1… ...
  • Why the South Korean Stock Market is Attractive, Despite North Korea (9/6/2017) - The South Korean stock market is a great place to find value, and particularly right now when the U.S. stock… ...
  • 2017 Impact Report (7/7/2017) - Shareholder Engagements with Titan International and Verizon Communications ...

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