Gaining Perspective

In the U.S., between one quarter and one third of all assets are managed with an ESG/SRI mandate. Outside the U.S., that percentage is even higher. So I am going to explore what must be an unpopular topic – investing in so-called “sin” stocks. I am talking with the co-managers of the Vitium Global Fund – formerly the Vice Fund. That fund buys what most ESG/SRI investors scorn: stocks in the tobacco, alcoholic beverage, gaming and aerospace/defense industries.

Show Notes

In the U.S., between one quarter and one third of all assets are managed with an ESG/SRI mandate. Outside the U.S., that percentage is even higher. So I am going to explore what must be an unpopular topic – investing in so-called “sin” stocks. I am talking with the co-managers of the Vitium Global Fund – formerly the Vice Fund. That fund buys what most ESG/SRI investors scorn: stocks in the tobacco, alcoholic beverage, gaming and aerospace/defense industries.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.