MacKenzie Davis, Managing Director, Portfolio Manager and Ken Settles, Managing Director, Portfolio Manager at SailingStone Capital Partners weigh in on the energy transition’s real world challenges and opportunities for investors.
SailingStone Capital Partners, a Pickering Energy Company, is a boutique investment manager focused on the global natural resources sector. Taking an active, private equity approach, SailingStone seeks investment in a concentrated portfolios of companies, where there is an opportunity to add value and generate attractive, long-term returns.
The Energy Transition is top of mind for many advisors and their clients, yet many investors lack a framework to understand the opportunities and challenges of global decarbonization, the impact on raw material prices and the counterproductive nature of many ESG initiatives.
To learn more, register & watch SailingStone Capital’s webcast: A Practitioner’s Guide to the Energy Transition, Inflation Protection and Real World ESG
Join the SailingStone team to get their perspectives on these topics, current market dynamics and areas of risks and opportunities around the Energy Transition.
- Defining the Energy Transition
- The Carbon Abatement Cost Curve
- Energy Systems of the Future
- Supply – Scarcity and Security
- The Inflationary Nature of Renewables
- Valuation Spreads
- The Hypocrisy of ESG and Divestment