In 2023, ESG Signals have proven their worth by generating significant alpha of around 1500 basis points in the realm of US Large Caps. They accurately pinpointed short opportunities, particularly in the banking sector, right from the start of the year. During the second quarter, their focus shifted to the media industry. As we move into the third quarter, a fresh signal has emerged, highlighting a varied range of companies to monitor for potential downside risk. In our analysis, we delve into the success of these signals and revisit noteworthy insights from the year's earlier publications.
