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Is it Time to Rethink your Investment Strategy

Is it Time to Rethink your Investment Strategy

Most people invested in the markets experienced the pain of bad returns, with the average 60/40 portfolio declining by 17% in 2022. If 2022 were any other year, it would be easy to chalk this up to market volatility, but in our view investors are likely not yet out of...

Fight Climate Change With Your Investments

Fight Climate Change With Your Investments

"A lot of times people own things that they don’t realize they own — things that are at odds with their personal values.”  Our portfolio manager and director of ESG research Matthew Blume lends his expertise on mutual funds and ETFs to an article for Better.net on how...

Titan Shareholder Advocacy Campaign

Titan Shareholder Advocacy Campaign

A shareholder resolution filed by Pekin Singer Strauss Asset Management, advisor to the Appleseed Fund (APPLX, APPIX), has yielded a commitment from Titan International (TWI) to increase its board diversity. Pekin Singer Strauss, an independent financial advisory firm, requested that Titan, a leading manufacturer of off-road wheels and tires, issue a report outlining specific steps being taken to increase diversity among its board of directors, and an assurance that it will continually assess the effectiveness of those efforts.