Category: Recent Analyses

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Yesterday as I was driving to an empowerment dance class I teach, I listened to an interview with Albert Woodfox.

We’d be happy to discuss the changes to our index over time and the rationale behind any individual company.

With limited exception, changes to positions in the index take place either during the annual review (which takes place in September) or when an included firm is acquired. Since early 2017, more than 20 companies have been acquired.