Turning Stones Blog

In search of quality

Conversations with a fresh perspective on issues faced by companies and investors – ranging from risks and opportunities, to bottom-up insights from our deep, investigative research, and views on ESG.

Quality Growth Boutique
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Turning Stones Blog
COVID-19 Emerging Markets ESG & Sustainable Investing

Beating Frustration in the Emerging Markets

Emerging markets can be frustrating for investors – epidemics, scandals, inflation, deficits, and natural disasters. There is huge potential and risk in the EM. Investors need to guard compounding from trouble with a focus on governance. The challenge is putting up with the volatility. But low volatility is not the same as low risk for long-term investors.

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Quality Growth Boutique
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Turning Stones Blog
ESG & Sustainable Investing

ESG: Why purpose drives returns - not the opposite

What is the purpose of your company? Not what it does, but its purpose. Its goals. Its compass. A meaningful answer is usually pretty short, understood by a layman, and can provide a light to follow through tough decisions. The pressure for companies to rethink their purpose, and the sharing of rewards across a company’s stakeholders, has risen sharply.

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