ESG360 - Fixing the Problem with U.S. Quality Investing
Update: 2022-05-11
Description
In this episode of ESG360, Joe Mezrich, Nomura’s Head of Equities Quantitative Strategy, shares his insights on how to fix the underperformance of U.S. `quality’ investing.
Joe’s research found that stocks of high quality U.S. companies like those with good return on equity, have a long record of underperformance even though quality stocks have outperformed in other developed markets. But by adding good ESG features, a losing strategy can be transformed into a winning one, highlighting that quality scores often use measures of financial quality that miss important company features, like governance issues, which form a complete quality picture.
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