You’ve likely heard of ESG investing. Maybe you’re curious what the hype is about. Maybe you’re wondering about the positives and pitfalls of this investing style. Read our whitepaper to learn more or watch the ESG presentation here: https://info.osbornepartners.com/esg/
About the Author Jason Rodnick, CFA
Jason is an Investment Analyst at OPCM and has over 15 years of experience, and is in his 7th at the firm. He is a member of the OPCM Investment Management Team, and is responsible for research coverage in all asset classes. Prior to OPCM, he was an investment analyst at Raub Brock Capital Management. Jason’s responsibilities included researching and analyzing portfolio investments, along with monitoring portfolios. Jason is a member of CFA Society San Francisco and CFA Institute. Jason graduated from San Francisco State University with a B.A. in Economics, is a CFA Charterholder, and passed the Uniform CPA Examination.
Disclosure: The opinions expressed herein are strictly those of Osborne Partners Capital Management, LLC ("OPCM") as of the date of the material and is subject to change. None of the data presented herein constitutes a recommendation or solicitation to invest in any particular investment strategy and should not be relied upon in making an investment decision. There is no guarantee that the investment strategies presented herein will work under all market conditions and investors should evaluate their ability to invest for the long-term. Each investor should select asset classes for investment based on his/her own goals, time horizon and risk tolerance. The information contained in this report is for informational purposes only and should not be deemed investment advice. Although information has been obtained from and is based upon sources OPCM believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Past performance is not indicative of future results. Inherent in any investment is the possibility of loss.