Jack Lowenstein

After a week in Tokyo – the thought arises: “If this is failure – give me more!” A stunning, safe and friendly city, with an economy enjoying its best, most consistent growth in a decade and unemployment at previously unimaginable lows. With a stock market trading at low multiples, despite... Show More

Jack Lowenstein

I started my career as an ethical investor twenty years ago; in more than a decade of ethical investing, I produced outperformance against the benchmark, as well as good absolute returns. Our back-testing has demonstrated that over the past 4.5 years, the ethical screen we’re applying would’ve added about 0.3%... Show More

Jack Lowenstein

Yesterday's PNG court ruling that Broadspectrum's Manus Island detention camp is illegal means shareholders should ignore the advice of its board and take Ferrovial's $1.50 a share offer, which closes on May 2nd. Broadspectrum’s board should also climb down from its untenable position that the bid isn't in shareholders' interests.... Show More

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