Since 1990 we have focused on thinking independently, finding absolute value, investing with a long term perspective, focusing capital on our best ideas and managing risk of permanent capital loss.
Appleseed Capital provides its investors with a range of value-oriented and impact-oriented investment strategies.
In the News
I wouldn’t touch an S&P 500 Index product such as the Vanguard 500 Index Fund (VFINX, $234.91) with a 10-foot pole. It’s a passive index full of overvalued momentum stocks and overweight the most overvalued momentum stocks.
The S&P 500 Index generated a total return of ‐9.0% in December, which was the worst December return since 1931 in the midst of the Great Depression. The quarterly return of the S&P 500 Index was ‐13.5%, representing the worst fourth quarter return since 2008, which was in the midst of the Financial Crisis. Outside of cash, there was no place to hide for investors in 2018, which was just the opposite of 2017 when nearly every asset class generated a nicely profitable return. Judging by the December decline in market prices, it appears that the wheels may be coming off the bus.
Short selling strategies play an important role in a complete investment portfolio. Using environmental, social, and governance (ESG) characteristics, a sustainability-focused investor can incorporate a long/short strategy into his or her portfolio by going long the firms with excellent ESG characteristics and shorting those that have poor ESG performance.