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Quarterly Letter – Investing in Uncertain Times

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.

2019 Impact Report

2019 Impact Report

Appleseed Capital acts as a shareholder advocate to encourage boards and management teams to become more transparent and responsible with regard to environmental, social and governance (ESG) matters. We believe investors can have significant influence on their portfolio companies through informal engagement, proxy voting, and shareholder resolutions.

Q1 Commentary:  Why Has the Stock Market Become So Volatile?

Q1 Commentary: Why Has the Stock Market Become So Volatile?

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.