Valuentum Exclusive Analysis for the Discerning Investor

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By Brian Nelson, CFA

The investment landscape is fast changing, and investors want to invest how they want to invest. Custom approaches to meeting client needs have never been in greater demand. After all, the saying “there’s an ETF for that” has become as common as the saying “don't put all your eggs in one basket."

There may be no greater or better investment than becoming more exposed to the sustainable trend of Environmental, Social and Governance ('ESG') investing, where ESG research points to key risks of a company that could have tremendous implications on its intrinsic value or fair value estimate distribution.

For example, how should investors think about Johnson & Johnson’s (JNJ) talc exposure liabilities? What about 3M’s (MMM) polyfluoroalkyl substances (PFAS) liabilities? How should investors think about the sustainability of the dividends of companies exposed to tobacco or fossil fuel production, areas that may be in secular decline? That’s not all there is to ESG research either.

ESG research dives into an assessment of whether a company is a good one, a socially responsible one. You’d want to know if a company like Wells Fargo (WFC) was setting up fake bank accounts, wouldn’t you? Or if a firm like PG&E (PCG) had risks that could contribute to the climate change-driven wildfires that scorched California? How about a company that keeps disappointing investors but allows the executive team to fly around in private jets?

You want to know the scoop on these types of companies, and that’s exactly what Valuentum’s ESG newsletter seeks to provide. We’ve developed a proprietary and analyst-driven ESG scoring system that ranks companies on a scale from 0-100 (100 = best) assessing their Environmental, Social, and Governance qualities. Only available in the Valuentum ESG newsletter, with every edition, we write up, release new ESG scores on companies of interest--or that you may request (including newsletter holdings)--and publish their worksheets for your review. We'll also include an ESG-focused simulated newsletter portfolio.

We think the Valuentum ESG Newsletter is a must-have for those following the work of our newsletter portfolios, but it is something that is important to everyone. The inaugural edition of the ESG newsletter was released September 15, 2021, and it has been released on the 15th of the month thereafter. Make sure you know where companies stand with respect to ESG. 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).