Appleseed Capital provides its investors with a range of value-oriented and impact-oriented investment strategies.
In the News
Financial Advisor Magazine
Matthew Blume was interviewed for the Bill Hortz article that discusses the growing explosion of interest, media coverage, investment products and dollars going into socially responsible investments.
Market Commentary
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.
Our Views
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.