Newsletters

December 31st marked the end of an ebullient year for financial markets and an experiential one for Radiant. Despite a challenging final quarter for small cap stocks, we were pleased to close the three-year track record for our flagship US Small Cap Growth strategy with strong relative and absolute results since inception.

With another quarter under our belts, we are excited to approach three-year track record for our flagship US Small Cap Growth strategy—a critically important milestone for our boutique firm. We remain as committed as ever to the long-term success of our entrepreneurial mission and are deeply grateful to those who have supported and encouraged us along the way.

2024 for Radiant is off to an extremely busy start. We are very encouraged by the discussions we are having around the globe, which suggest a strong appreciation for our differentiated approach and signs of broadening interest in active equities and in our capabilities in particular. Radiant is closing in on three years in business and we can’t believe how quickly the time has passed. It has been extremely rewarding to engage directly with clients, consultants and prospective investors, and participate in an investment landscape that is swiftly evolving.

2024 for Radiant is off to an extremely busy start. We are very encouraged by the discussions we are having around the globe, which suggest a strong appreciation for our differentiated approach and signs of broadening interest in active equities and in our capabilities in particular. Radiant is closing in on three years in business and we can’t believe how quickly the time has passed. It has been extremely rewarding to engage directly with clients, consultants and prospective investors, and participate in an investment landscape that is swiftly evolving.

Radiant has officially been in business two and a half years and we are delighted to have completed our second full year of performance for our flagship US Smaller Companies strategy. At the end of 2023, we also marked eighteen months as sub-advisor to the HSBC Radiant US Smaller Companies Fund HSBC Radiant US Smaller Companies Fund—RESCX, with the Fund now in the top decile in performance relative to its Morningstar Category, awarded 4 stars and 5 globes.

At Radiant, we’ve been quoted many times as saying, ‘without the S, there will be no E’. By this we mean that a true transformation of our energy system, transportation, agriculture, and infrastructure to one that is ‘cleaner and greener’ simply won’t happen if we gloss over the impact to human lives that will result from massive economic changes.

Over time, as with most acronyms or catchy labels (like ‘Smart Beta’), ESG has come to mean a variety of things to a wide range of investors. From values-driven exclusions, to tilting indices using ESG scores from mainstream providers, to activist-driven strategies…

As we turned the corner into 2023, both the concepts embedded in ESG and the acronym itself became squarely part of the popular consciousness in the United States…

As investors who have been using ESG and impact information to analyze investments for some time, 2022 stands out as a year in which ESG moved beyond becoming mainstream to becoming reviled by some, and more deeply embraced by others.