Parnassus Investments
Responsible equity investing insights from Parnassus Investments.
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EquitiesESG
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Parnassus InvestmentsEquities
Parnassus Investments: Protecting What Matters: Active Management for Uncertain Times
Parnassus Investments argues that elevated U.S. equity market concentration - driven by mega-cap technology stocks - poses meaningful downside risk to index-heavy portfolios, as historical episodes show concentration reversals can be sharp and severe. The piece makes the case for actively managed large-cap equity funds, specifically the Parnassus Core Equity Fund, as a complement to passive allocations by emphasizing downside protection, quality-focused stock selection, and a multi-decade track record of outperforming the S&P 500 during major drawdowns.
Parnassus InvestmentsEquities
Parnassus Perspectives
Parnassus Investments' latest insights hub covers several topics including the upcoming IPOs of AI-related companies (SpaceX, OpenAI, Anthropic), the case for high-quality and mid-cap equities, AI incumbent positioning in chips/cloud/software, and healthcare innovation opportunities. The content aggregates multiple short commentaries and videos from portfolio managers reflecting a quality-oriented, ESG-integrated equity investment philosophy.