ESGV

Honeywell’s ESG Efforts May Benefit from More Board Diversity and Moving Beyond Its Asbestos-Saddled Past

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Image: Honeywell continues to put together a long resume of ESG highlights. Image Source: Honeywell’s Environmental, Social and Governance Report By Valuentum Analysts Honeywell International Inc. (HON) has been one of our favorite dividend growth ideas for some time, but the company has also been doing a good job with respect to environmental, social, and governance, commonly referred to as ESG, too. Let’s evaluate Honeywell’s public ESG documents, including CEO Darius Adamczyk’s letter, as we dig into how Honeywell focuses on each one of these dynamics in this note. As it relates to Environmental considerations, the executive team at Honeywell remains committed to becoming carbon neutral by 2035 and is investing quite a bit of capital each year to help … Read more

Interview with SDM Investments’ Kevin Truitt — ESG in a Few Words: “Good Ethics, Honesty, Respect, and Dignity”

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Image: SDM Investments’ Kevin Truitt (left) and Valuentum’s Brian Nelson (right) pause for a picture at the Chicago Chapter of the American Association of Individual Investors (December 2016). Brian Nelson, CFA: We’d like to introduce Kevin Truitt, manager in charge of the equity investments at SDM Investments, an investment management firm based in Merrillville, Indiana.  Kevin and I have been friends for more than a decade now, and he’s even written an article about combining value and momentum investing in the AAII Journal a number of years ago, “Investing’s Odd Couple: Value and Momentum.”  Kevin, thanks for sharing your knowledge, wisdom, and experience with us. With that said, let’s get right into the questions. Can you provide some background about … Read more

Putting the Environmental in ESG

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Valuentum’s ESG newsletter helps identify which stocks have strong ESG scores, and which ones come up short. Subscribe to the monthly Valuentum ESG Newsletter today by selecting the ‘Subscribe’ button below (12 editions, $1,000/year).   —– By Valuentum Analysts There is no single definition for ESG investing beyond the words that make up the acronym – Environmental, Social, and Governance. Investors looking at ESG may be doing so for a variety of reasons with a variety of different needs. But for every investor, a focus on ESG allows for a fuller consideration of the company, as a whole, as well as how that company impacts the 21st century landscape, as it relates to rewarding social responsibility by investing in companies … Read more

Governance: The G in ESG Investing

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By Valuentum Analysts No discussion of ESG investing would be complete without addressing the role of corporate governance (“stewardship”) in equity investing. As with the other aspects of ESG investing, corporate governance covers a lot of ground. It can include pretty much anything related to how a company is run, including leadership, executive compensation, audits and accounting, and shareholder rights. These areas are just the tip of the iceberg, however.  A company with good corporate governance is one that is run well with the proper incentives and with all stakeholders in mind, from employees to suppliers to customers to shareholders and beyond. Good corporate governance practices decrease the risk to investors as it cuts through conflicts of interest, misuse of … Read more