We have long held that it is possible to create investment value while incorporating values into the decision-making. In this blog post, we continue on that theme and highlight a small collection of securities that demonstrate doing well while doing good.
Doing well: A definition
We define doing well as strong excess over index and excess over sector returns for three years trailing December 2019.
Doing well, in a financial sense, is the fundamental mission of the investment management industry. It is not disputable that this is our mission. What has been, oddly, disputed is