Figuring out which companies will profit from ESG is all the rage, and my guest, Jacob Gemmel, has a promising approach: start with a fundamental Quality assessment of stocks and disqualify any company that does not have forward motion on improving ESG from both an operational and product perspective. Join me in learning how Swedbank Robur invests for the long term and turns upward ESG momentum into long-term outperformance.

Related links mentioned in the episode:

SwedbankRobur

Jacob Gemmel

UN Sustainable Development Goals

Briant Matthews LinkedIn

Briant Matthews Book

Briant Matthews Research

Morgan Housel LinkedIn

Morgan Housel blog

Morgan Housel book

Michael Mauboussin LinkedIn

Michael Mauboussin Website