Kari was quoted in an article for Penta about gender diversity on corporate boards, originally published on 2/18/20. In January, Goldman Sachs made headlines when it became the first Wall Street investment bank to draw a line on board diversity, with CEO David Solomon declaring that his firm wouldn’t take companies public in the U.S. or Europe…
[VIEW FULL POST]When investors lose faith in management teams after debacles or scandals, they may put stocks of these companies in the “penalty box.” Boeing, Wells Fargo, Facebook and Equifax are cases in point. Read Kari’s full article on CNBC.com
[VIEW FULL POST]With stocks at record highs, the obvious question is who is doing all this buying? Read my full article on CNBC.com
[VIEW FULL POST]Kari Firestone recently wrote a piece for CNBC on the divergence between growth and value due to how certain stocks are classified. Read the full piece on CNBC.com
[VIEW FULL POST]Millions of people have a stake in corporate America through mutual funds. But you may be surprised by how those funds are voting on your behalf. Read the full article in The New York Times
[VIEW FULL POST]Barron’s recently published an excellent article on Peter Lynch’s investment style and how he has influenced the many stock pickers that came after him. I began my career under Peter and the takeaways from my time there still influence Aureus’ investment philosophy today. Read the full article in Barrons.com
[VIEW FULL POST]Aureus was recently informed that we were ranked #25 on Forbes’ most recent list of top RIAs by AUM. The RIA Channel is an independent RIA database firm that sourced data from the SEC using quantitative and qualitative methodologies. We are honored to make the list and believe this is a testament to the excellent…
[VIEW FULL POST]This year’s winners may not be leading the market next year. Of the 50 top S&P 500 performers in 2018, only three were on the same list for 2017, and only four have remained on the 2019 top winners’ list. Read my full article on CNBC.com
[VIEW FULL POST]When the U.S. Business Roundtable announced that it was redefining the purpose of a corporation to accommodate a broader group of stakeholders – extending beyond shareholders to include employees, customers, suppliers and communities – the stock market didn’t seem to react. I saw no thick reports from market strategists detailing how these new principles would affect company…
[VIEW FULL POST]Come on, Amazon, do we really need another headache? I’m not talking about you missing third quarter earnings last week. I’m talking about the article in the Wall Street capitalist-defending-Journal (not the New Yorker). Read my full article on CNBC.com
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