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Political polarization in the United States and new regulations affecting the labelling of products and funds means boutique ESG managers are back in the spotlight.

Institutional investors the world over are increasing their allocations to private equity, even though they don’t know how much risk they’re taking on. And in 2023 they expect ESG stocks will underperform.

The small cap sector has traditionally been the domain of the underinformed and underprepared. But by taking a fundamentals-based systematic approach, Blue Orbit is hoping to change the game. “There’s a real clear gap and an opportunity for us to approach this from the ground up,” said Megan Talmage, Blue Orbit director and portfolio manager….