Note from Our CIO: Private real estate becomes more accessible
We are adding a new real estate mutual fund to our portfolios, called Versus Capital Multi-Manager, symbol VCMIX. The fund is unique because it is the first and only publicly traded mutual fund to...
View ArticleInvestment Committee Decisions: Q3 2014
The Abacus Investment Committee approved changes within two asset classes in the past quarter. The first was a shift in the allocation within U.S. stocks, which follows below: Old New DFA US...
View Article2nd Quarter Market Review: Connecting the Dots
Human beings love stories. But this innate tendency can lead us to imagine connections between events where none really exist. For financial journalists, this is a virtual job requirement. For...
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Impact Investment Profile: Vital Farms
The Abacus Sustainable and Abacus Impact Funds have exposure to Vital Farms through their investments in SFJ III. Vital Farms, based in Austin, Texas, is the largest provider of pasture-raised eggs and...
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Investment Committee Commentary Q3 2014
Note from Our CIO: Private real estate becomes more accessible We are adding a new real estate mutual fund to our portfolios, called Versus Capital Multi-Manager, symbol VCMIX. The fund is unique...
View ArticleNote from Our CIO: The Bond King and the Stock Mantra
September was one of the more dramatic months in the bond market that I can remember. The legendary “Bond King” Bill Gross unexpectedly departed Pimco, which he co-founded 43 years ago and grew into...
View Article3rd Quarter Market Review: Valuation Ratios and Market Timing
As broad market indices such as the S&P 500 have set new record highs in recent weeks, many investors have become apprehensive. They fear another major decline is likely to occur and are eager to...
View ArticleSustainability Profile: Sustainability Scoring for the Oil & Gas Industry
Understanding the raw data used in the Sustainable Holdings model Overall assessment Based on analysis of the raw data, BP, Eni, Exxon, Occidental and Shell have risk management programs that address...
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Impact Investment Profile: HYLA Mobile
SJF portfolio company HYLA Mobile is pioneering a sustainable business model to help global wireless operators to profitably manage e-waste while accelerating access to affordable wireless devices in...
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Investment Committee Commentary Q4 2014
Market Snapshot Note from Our CIO: The Bond King and the Stock Mantra September was one of the more dramatic months in the bond market that I can remember. The legendary "Bond King" Bill Gross...
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