SEC Suspends Advisory Firm's Ex-President for Failing to Heed CCO Pleas for Help
SEC says the firm, Pekin Singer, breached ethics rules by failing to place clients in a lower-cost share class of the Appleseed Fund it managed.
Strict SRI Leads to Superior Performance
Appleseed Fund’s concentrated portfolio and required margin of safety make their shareholders feel good by doing good.
Contrarian Appleseed Fund Picks 4 Japanese Stocks on Eve of Earthquake Anniversary
Contrarian investor Josh Strauss of the Appleseed Fund says Japan–"the cheapest stock market in the world that everybody hates," presents some great buying opportunities.
For Big Banks, It’s a Case of Bill Gross vs. Gundlach, KBW, et al
In the case of Too Big to Fail vs. Market Expectations, it looks like negative market expectations are winning out against the big U.S. banks.
Investing With a Contrarian Conscience: Appleseed Fund Goes for Gold, Scraps Big Banks
When investors think of socially responsible funds, they think of windmills, herbal tea and other investments that sacrifice return for lofty goals. But look at 5-star Morningstar-rated Appleseed Fund, and think again.
Wisdom, Not Necessarily Conventional
One of the things that I've come to realize about "conventional wisdom" is that while it's most certainly conventional, it often contains little wisdom. One...
The Social Side of SRI
Adam Strauss, manager of the Appleseed Fund, says that sometimes an investment is driven by the social benefits, although it still has to make sense...