Whether you love or hate sustainable investing, two important factors support the notion that it’s not only here to stay but will in fact increase in importance as more companies and investors realize that it’s time to get on board or risk losing a critical competitive advantage.
Read PostAs stewards of investors’ capital, we are concerned with the financial not the political. Alternative data is an essential part of the risk/reward equation. For example, we are highly selective in insurance companies because environmental factors (weather) create challenging capital implications that traditional analysts may overlook.
Read PostThe Calamos Sustainable Equities Team explains why they believe their investment approach gives a complete picture of a company’s ability to build shareholder value.
Read PostGoing forward, the Calamos sustainable equities investment team believes good risk management is likely to be better compensated than brazen risk taking. Because the past 10 years are unlikely to be repeated, diversification will potentially pay off as investors focus on fundamentals and valuations.
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