News & Commentaries
A Little-Known Green Fund Soared 114% in 2020. We Caught Up With Its Manager.
“Thanks to its investments in disruptive technologies, the little-known Shelton Green Alpha Fund (ticker: NEXTX) soared 114% in 2020, winning a covetedfive-star Morningstar rating.” [COMMENTARY] Of course the real test is how the fund performs long-term! Now, was the fund into a few lucky segments and companies? Time will tell.A Little-Known Green Fund Soared 114%…
S&P Global annual report finds record ESG disclosure.
“The yearbook, published since 2004, covers a record 7,032 companies, compared with 4,700 in 2020, across 40 countries and 61 industries, and is now publicly available.” [COMMENTARY] These numbers confirm the rapid adoption of ESG and sustainability reporting by the world’s largest corporations. I’ve waited over forty years for these days!S&P Global annual report finds…
$1 trillion in oil and gas pipelines worldwide could become stranded assets, new report warns.
“The pipeline industry faces growing questions about whether it’s wise to build a massive network of pipelines that could become obsolete well within their projected 50-year-plus lifespans.” [COMMENTARY] I suspect most of those connected with the development of new pipelines are concerned for the next 5-15 years. Beyond that is too far into the future…
$1 trillion in oil and gas pipelines worldwide could become stranded assets, new report warns.
“The pipeline industry faces growing questions about whether it’s wise to build a massive network of pipelines that could become obsolete well within their projected 50-year-plus lifespans.” [COMMENTARY] I suspect most of those connected with the development of new pipelines are concerned for the next 5-15 years. Beyond that is too far into the future…
What Happens When a Company Gets an A From One ESG Rater and an F From Another?
“With the explosion of ESG data and ratings, there’s little agreement on what makes a company good or bad.” [COMMENTARY] I agree that ESG reporting metrics and information should be standardized. However, what particular metrics and information are favored by raters should be up to them. Hence, there should still be lots of room for…
What Happens When a Company Gets an A From One ESG Rater and an F From Another?
“With the explosion of ESG data and ratings, there’s little agreement on what makes a company good or bad.” [COMMENTARY] I agree that ESG reporting metrics and information should be standardized. However, what particular metrics and information are favored by raters should be up to them. Hence, there should still be lots of room for…

