BlueSky was recently featured in SASB’s ESG Integration Insights

 

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ESG Integration:  The Evolution of Value Investing

As value investors, we believe the key to long-term investment success is our ability to identify and purchase companies that trade at significant discounts to their intrinsic value and sell these investments when intrinsic value is realized. From our perspective, inte­gration of carefully selected and financially material ESG factors represents a significant opportunity to evolve and improve upon traditional value investing techniques. Our ESG integration approach broadens the pool of potential risks we seek to avoid while also identifying potential competitive advantages, enabling the evaluation of companies across a more complete set of material information to drive better investment decisions.