Discover Parnassus Investments' quality value strategy in this interview with Portfolio Manager Krishna Chintalapalli. Learn about their financial and tech allocations, new stock holdings like ...

Learn how Saturna Capital Portfolio Manager Elizabeth Alm integrates strict ESG and Shariah-aligned values screens into global bond management to minimize volatility and preserve capital.

Shelton Capital's Dr. Bruce Kahn explains the fund's pragmatic sustainability strategy, highlighting top holdings like Vertiv, Bunge, and On Holding that drive economic productivity.

Honeytree Investment Management co-founder Paula Glick analyzes the shifting ESG and DEI landscape, the impact of political polarization on markets, AI’s role in sustainability, and the performance ...

Get expert insights from Robert Huesman at 1919 Investment Counsel on adjusting technology portfolios for the AI boom and spotting disruptive innovation.

Global Sustainable Bond Fund Prioritizes Low Volatility, Strong Governance Elizabeth Alm ...

Spokane, Washington is home for these two portfolio managers. Richard Beaven, CFA, is Lead Portfolio Manager and Principal at Signia Capital Management. Mr. Beaven has 27 years of experience in the ...

Matt Sheldon, CFA, is a Portfolio Manager on the Natural Resources Strategies team at KBI Global Investors (North America) Ltd. He joined the firm in April 2011. He brings deep experience in ...

Daniel P. Penberthy is the President and Chief Executive Officer of Rand Capital Corporation. Mr. Penberthy was appointed President and CEO in December 2021. He had served as Treasurer and Chief ...

Robert Thummel joined Tortoise Capital in 2004 and is a Senior Portfolio Manager and member of the Investment Committee. Mr. Thummel brings extensive investment and finance expertise, with frequent ...

Eswar Menon is Chief Investment Officer of Fundamental Strategies, Partner, and Portfolio Manager with Empiric Institutional. He was Founder and CIO of Harper Capital Management, which merged with ...

Matt Ehrlichman is Chief Executive Officer, Chairman and Founder of Porch Group, Inc. Prior to founding Porch in 2011, he was Chief Strategy Officer at Active Network, responsible for 85% of the ...