Episode 9
ESG special: a capital allocator’s perspective
Talking Capital · Capital Generation Partners
May 11, 202328m 15s
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Show Notes
In this episode, Ian and Robert discuss ESG from a capital allocator's perspective:
- Green transition: where is our industry when it comes to the green transition and how do we play a part?
- The ESG Premium: will there be a longer-term premium attached to companies with good ESG characteristics?
- What about the S?: will this always be subjective and how can investors interrogate this properly?