Liz Simmie, Honeytree – A Quantamental Approach to ESG | #514
The Meb Faber Show - Better Investing
Evaluating Companies Based on Board Diversity and Governance
In this chapter, they discuss their approach to evaluating companies based on their board diversity and governance. They mention that companies without diversity on their boards are seen as not competent. They also talk about how their screening process kicks out companies that focus on cool tech and renewable energy, as well as those with investment grade credit rating issues or fraud lawsuits. They mention that they have increased their board diversity requirement from 30% to 33%, and they run their consideration set annually.
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