Pathways to Sustainability – 2025 Report

On behalf of LIM’s employees and Board of Managers, we are excited to share our fourth annual “Pathways to Sustainability” report. Our inaugural report in 2022 identified LIM’s key stakeholders and discussed how we seek to align our corporate structure, business operations, and investment process with our firm’s core values. In our 2025 report, we […]

August 26, 2025

Maxwell Urda to Moderate Best Ideas in CFA Society Boston’s Sustainable Investment Community

BOSTON, MA, August 14, 2025 – Max Urda, CFA, Principal and Research Analyst at LIM, will be moderating the Best Ideas in CFA Society Boston’s Sustainable Investment Community event on August 20, 2025. The event will feature 10-minute presentations from speakers from asset management firms in the Boston area, sharing thoughts on current market trends […]

• Company News

August 14, 2025

LIM Equity Perspectives: Is There Value Among the Mag 7?

2025 Russell Index Reconstitution Each year, the Russell indices are updated to ensure that they reflect the current equity market. We published a white paper following the 2024 reconstitution that discussed the increasing “growthy-ness” of the Russell 1000 Value Index due to style construction rules that increased the number of companies in the index. This […]

August 12, 2025

July 2025 Sustainable Investment Update

Amid climate policy rollbacks and a broad push for deregulation, the Environmental Protection Agency is seeking to repeal the “endangerment finding.” This legal precedent allows the EPA to regulate emissions across a variety of sectors based on evidence that greenhouse gases cause global warming and negatively impact human health. This month, we consider the impact […]

August 11, 2025

July 2025 Market Review

U.S. Treasury yields rose during the month of July, closing the month at 4.36%. The yield curve bear flattened in reaction to firm economic data, lower rate cut expectations, and higher than expected borrowing estimates. Retail, services, and industrial data pointed to a resilient U.S. consumer while labor market indicators suggested an ongoing “low hire, […]

August 6, 2025

Event-Driven Update Q2 2025

The modest pace of small to midsized takeover announcements, along with the relative absence of mega deal announcements, continued during the second quarter. Given the lack of new deal supply, arbitrage spreads have been generally tighter and have tightened in five out of six months this year. On the other hand, SPAC IPO issuance reached […]

July 16, 2025

June 2025 Sustainable Investment Update

Elevated geopolitical tension has led the North Atlantic Treaty Organization (NATO) to increase defense spending targets from 2% to 5% of GDP by 2035. This change in tone from policymakers has supported the share prices of aerospace and defense (A&D) companies, particularly in Europe, which has been a headwind to sustainability-oriented investors. This month, we […]

July 9, 2025

June 2025 Market Review

Liberation is the act of setting someone free from imprisonment or oppression. Markets could interpret “Liberation Day” as the day when the new administration commenced its plan to reverse the economic impact of the rise of China in global commerce. Scott Bessent, the current Treasury Secretary, recently defined the administration’s agenda: rebalance global trade, restore […]

July 7, 2025

May 2025 Market Review

U.S. Treasury yields sold off in May as concerns over government spending and the budget deficit weighed on markets. The 10-year U.S. Treasury yield rose 23 basis points (bps) to close the month at 4.41%. In addition, the FOMC raised concerns on both sides of their dual mandate as hard and soft data have decoupled. A lack of […]

June 5, 2025

May 2025 Sustainable Investment Update

The “Big, Beautiful Bill” is set to unwind several cornerstone clean energy initiatives amid a push to curb government spending. Now under Senate review, this proposed reduction in fiscal support (~$560bn) will surely influence renewable power prices and strain supply chains and project timelines but is set to add $2.4 trillion to the U.S. deficit […]

June 4, 2025