ESG: Origins & Definitions
Last week we took our eight-year daughter to the library to stock up on books from her reading list. (The Today’s ESG river had many tributaries. From Mosaic law in 1500 BC and the Koran, to 18th century England, to the 20th century’s socially responsible investing, or SRI, all have joined doing business with doing good…
▶︎ Read Apr 4 2022 newsletter: here
▶︎ Chart of the Week: here (by Opimas estimates)
(Any “forward-looking” information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.)
Latest news
Software, consumer-related direct lending deals fell in H1'26
The software and technology sector, the second-most-active sector in 2025 at 17% of total deal activity, slid to fifth place in the first half of 2026.
Unconquered Territory
With most of the map still unexplored, there’s room for a sequel.