Clay Bruning quoted in U.S. News & World Report

Clay Bruning quoted in U.S. News & World Report

Where can investors find alpha in the burgeoning renewable energy sector? Clay Bruning offered commentary to U.S. News & World Report on the specific opportunities that stand out to him and our research team. He also delves into the firm’s long-term...
THE CLIMATE Interview with Jacqui Smith

THE CLIMATE Interview with Jacqui Smith

What can we infer from big oil and gas companies investing in green and clean energy? Jacqui Smith draws on her history in the industry in a recent THE CLIMATE article, highlighting the challenges these companies face in investing in novel and unproven technologies....
Barron’s Q&A with Jacqui Smith

Barron’s Q&A with Jacqui Smith

“This could be almost like the secret sauce of investing.” An individual’s career path is a complex web of professional and personal decisions. Our own Portfolio Manager, Jacqui Smith, is no exception. But in a recent Barron’s interview, she led us through the...
Going Electric: Investing in the EV Ecosystem

Going Electric: Investing in the EV Ecosystem

What’s next for the electric vehicle industry? Consumer preference, legislation, and technological innovation are driving EV growth, but unpacking the industry trends and investment risks are more complex challenges. We’ve laid out some of the key potential changes,...