JUST Capital

10 statements across 1 episodes · 6 bullish · 0 bearish · 1 people on the record · first statement Jun 24, 2019 by Martin Whittaker · said 20 times in 1 episodes since 2019 · across every show →

Mentions by year

brought up most by Martin Whittaker (14), Ted Seides (6)

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2019 20 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about JUST Capital, oldest first

Jun 24, 2019 positive
Assertion Contradicted
Whittaker: Corporate engagement with JUST Capital tripled in 18 months
“Over the last 18 months, we've had a tripling of the number of companies that are in engagement with us. Now, 363 170 of the almost 900 companies we rank.”
Martin Whittaker Jun 24, 2019 ▶ 23:38 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Jun 24, 2019
Assertion Supported
JUST Capital's founding board includes Paul Tudor Jones and Arianna Huffington
“Just Capital is a not-for-profit, which is even odder insofar as we're not a classic, but that is indeed our structure, and we formed that way because we're really about the mission, and the mission drives everything we do, and I was lucky enough to have some …”
Martin Whittaker Jun 24, 2019 ▶ 10:37 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Jun 24, 2019 positive
Disclosure
Whittaker: JUST Capital Partnered with Goldman Sachs to Launch an ETF
“Obviously we partnered with Goldman Sachs Asset Management. They've been a wonderful partner on the launch of the ETF.”
Martin Whittaker Jun 24, 2019 ▶ 32:26 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Jun 24, 2019 neutral
Prediction Not checkable as stated
Whittaker predicted 2019 polling would punish tech companies over data privacy
“I think we may start to see a bit of a rebalance. We're in the middle of our 2019 polling right now. It'll be interesting to see how some of the travails that tech has been through in the last six months play out.”
Martin Whittaker Jun 24, 2019 ▶ 38:44 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Jun 24, 2019
Assertion Not checkable as stated
Whittaker: Tech company ran first living wage audit after JUST Capital involvement
“So we had a tech company recently do its first living wage audit. It had never done that before. Did that on account of our involvement with them.”
Martin Whittaker Jun 24, 2019 ▶ 47:26 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Jun 24, 2019 positive
Opinion
Whittaker: There Is No Trade-Off Between Values Investing and Financial Returns
“Why there is no trade-off, which is my belief, but also knowing that at the root of it was the data and the processes and the discipline around how you get markets to focus on major social, economic, health, environmental challenges.”
Martin Whittaker Jun 24, 2019 ▶ 8:37 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Jun 24, 2019
Disclosure
Whittaker: JUST Capital never uses real company names in survey polling
“We don't name companies, so we're never polling on actual companies. These are all company A, company B. Because we don't want to get any brand confusion with naming actual companies.”
Martin Whittaker Jun 24, 2019 ▶ 21:07 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Jun 24, 2019 bullish
Assertion Supported
Top-quintile JUST companies materially outperform the bottom quintile
“The performance of just companies, We slice and dice this lots of ways. Tends to be very strong. You know, we see the top quintile, bottom quintile in our model, according to Justin, it's not financial performance, just ranking as a material spread.”
Martin Whittaker Jun 24, 2019 ▶ 28:24 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Jun 24, 2019 positive
Insight
Whittaker: Impact investing requires tracking actual performance over stated policies
“It's all well and good for it to have a policy on gender pay equity. But how are you actually doing? You wouldn't invest in a company that had a policy to be profitable. You'd want to know what they're actually doing. So I don't see this as being any different…”
Martin Whittaker Jun 24, 2019 ▶ 46:16 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Jun 24, 2019 bullish
Assertion Partly supported
Whittaker: JUST Capital index has outperformed benchmark by 200 bps
“The index has outperformed its benchmark since inception by a couple hundred basis points.”
Martin Whittaker Jun 24, 2019 ▶ 36:57 Martin Whittaker – JUST Capital (First Meeting, EP.02)
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