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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. This communication and any accompanying documents are confidential and privileged.

Food 52
article thumbnail

Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. This communication and any accompanying documents are confidential and privileged.

Food 52
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Transcript: Aswath Damodaran

The Big Picture

So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood.

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