Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)

<p>Lauren Taylor Wolfe is co-founder and Managing Partner of Impactive Capital, an activist hedge fund that engages with companies to drive long-term sustainable returns. Impactive employs a breadth of tools common to activist strategies, working with management teams on capital allocation, operational initiatives and capital structure, and adds material ESG improvements as a key component of the long-term future success of its portfolio companies.<br /> <br /> Our conversation covers Lauren’s early interest in investing, her path to founding Impactive, and investment philosophy. We touch on Impactive’s four key investment criteria, examples of ESG activism in a hotel, an auto dealer, and a waste water business, evolution of interest in sustainability from management teams, the value of long duration capital, and perspectives for women in the industry.</p> <p><strong><u>Learn More</u></strong><br /> Read the <a href= "http://capitalallocatorspodcast.com/premium">Transcript</a><br /> Subscribe to the <a href= "http://capitalallocatorspodcast.com/contact">Capital Allocators Blog or Monthly Mailing List</a><br /> Don't Subscribe, but <a href= "http://capitalallocatorspodcast.com/contact">Let Us Know Who You Are</a><br /> Write a review on <a href= "https://itunes.apple.com/us/podcast/capital-allocators-with-ted-seides/id1223764016">iTunes</a><br /> Follow Ted on twitter at <a href= "http://twitter.com/tseides">@tseides</a><br /> Review past episodes of the <a href= "http://capitalallocatorspodcast.com/podcast">Podcast</a><br /> <br /></p>