Monthly Archives: February 2016

Country Valuation: An ESG Synthesis

close up shot of world map on blue background

Effective national governance (“G”) facilitates a country’s efficient transformation of environmental resources (“E”) into wealth. Both are strongly influenced by social factors (“S”). By way of example, France’s social objective of maintaining a rural economy necessitates heavy government intervention and likely detracts from its potential for economic development.

Cornerstone Capital Names Morgan to Managing Director Role

Jan-test

NEW YORK – Cornerstone Capital Inc. has named Janet M. Morgan (Jan) as Managing Director, responsible for strategic business development for the firm, effective immediately. Noted for her work as an environmentalist, leader and advocate for women and girls, Morgan has been dedicated to solving pressing global problems through nonprofit action, dialogue and socially responsible… Read more »

Cornerstone Capital Names Dusenbury as Corporate Business Development Lead

ddusen2

NEW YORK — Cornerstone Capital Inc. is pleased to announce the appointment of David Dusenbury, CFA, as Managing Director, responsible for strategic corporate business development. Dusenbury will join the firm’s Executive Committee and serve on the Investment Policy Committee for Cornerstone Capital Investment Management, its investment advisory business. “We are thrilled to have another Wall Street veteran… Read more »

Supreme Court Ruling Highlights Clean Power Plan’s Potential

the entrance to the supreme court

On February 9, 2016, the US Supreme Court (SCOTUS) granted a stay to the implementation of the CPP rule by the US Environmental Protection Agency (EPA). In our view, the intensity of the challenge from the states and certain industries, and the SCOTUS ruling that CPP should be halted while being litigated, demonstrates that the CPP has significant implications for the sector.

Tracking our Thesis on Nutritional Feed Additives

A group of baby chicks, standing under a warming light on a farm.

As we discussed in our October 5, 2015 report Antibiotics and Animal Health: Value-Chain Implications in the US, a confluence of regulatory action and heightened consumer awareness is exerting pressure on livestock producers to reassess their usage of antibiotics. Our optimistic view on specialty and nutritional feed additives is supported by Adisseo and Novozymes’ recent launch of a probiotics product.