The Latest
Clean Yield in Conversation: Expanding Our Equity Portfolios
Clean Yield in Conversation is a new video series featuring team members in dialogue with timely updates and analysis of the financial markets. Listen to this episode featuring managing directors of research and portfolio managers Liz Levy and Kofi Kodua: … Read More >
Stock Profile: Veeva Systems
Veeva Systems delivers cloud-based software solutions tailored for the life sciences industry. Veeva also extends its content and data management expertise to other sectors, including consumer products and chemicals.
The company’s products fall into three main categories: Veeva Development Cloud,… Read More >
Taking a Pause: Embracing a Sabbatical to Reflect on Change
By Eric Becker, Partner and Portfolio Manager
I still remember clearly my first day of work in the social investing field – June 1, 1993. I was 23 years old. It was raining in Boston, and I had a new… Read More >
Shareholder Advocacy: Changing the Rules of the Game
By Liz Levy, CFA, Managing Director of Investment Research
It goes without saying that the first few weeks of the second Trump administration have been a whirlwind of changes across broad swaths of Americans’ lives — or maybe a maelstrom… Read More >
The Truth About the Current Most Dangerous Letters in the English Language: DEI
By Liz Levy, CFA, Managing Director of Investment Research This weekend, scrolling through my emails, I saw a headline from a Bloomberg Opinion columnist, proclaiming “Citi Just Became a Magnet for Ambitious Working Moms” (gift link here). Being an ambitious working mom… Read More >
Stock Profile: Broadcom Inc.
We may not often stop to consider the components of the devices that have become integral to our daily lives, but behind every screen are meticulously developed technologies. Among these inner workings are the diverse array of analog semiconductor devices… Read More >
Q4 2024 Quarterly Market Outlook: Once More Unto the Breach
By Liz Levy, CFA, Managing Director of Investment Research
I am writing this note in early January from a cozy cabin in the North Country of New Hampshire, sitting in front of a blazing fire while my dog snoozes at… Read More >
Impact Profile: Latino Community Credit Union
Racial wealth gaps in the U.S. have deep roots, and addressing the systemic inequalities that gave rise to them will take dedicated and intentional effort. The Latino Community Credit Union (LCCU) is one organization taking on this important task.
LCCU… Read More >
Stock Profile: Ferguson
Most consumers only put thought into plumbing or air conditioning when it isn’t working well. But that’s not the case for the people responsible for keeping those residential, commercial, and large-scale infrastructure systems running.
Ferguson is a specialty distribution company… Read More >
Stock Profile: Chipotle Mexican Grill
In the broad landscape of fast food — largely dominated by fried and processed food — the fast-casual food company Chipotle Mexican Grill stands out as a pioneer in cleaner options with a priority on sustainable agricultural practices at comparative… Read More >
Q3 2024 Quarterly Market Outlook: A Summer to Remember
By Liz Levy, CFA, Director of Investment ResearchGreetings from one of Clean Yield’s two new Directors of Research! We have spent the past few months diving in to apply our investment philosophy and practices, as we discussed in our Outlook… Read More >
Impact Profile: Iroquois Valley Farmland Rooted in Regeneration Notes
Justin Butts, farmer at Black Wind Farm (New York) – photo by Courtney Yates
Iroquois Valley Farmland REIT was founded in 2007 with a mission to expand the amount of organic farmland across the United States by addressing one of… Read More >