Replay: Climate Investing – Growth Drivers and the New Capital Cycle
Tuesday, June 14, 2022 11:00 am - 12:00 pm EDT
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“To solve the climate crisis, we should invest in ‘dirty’ companies, not ’clean’ ones.”
Roger Mortimer, portfolio manager for KraneShares Global Carbon Transformation ETF (ticker: KGHG), believes that investors should look forwards, not backwards, when investing in climate and energy transition themes. Selecting investments on the basis of strong historical ESG or carbon intensity scoring may lead investors to companies that are already ‘clean’ or not part of the problem. Mortimer believes that investing “in the problem”, and in those companies that see the value creation potential from carbon transformation - and are actively managing towards it - may offer investors the potential to capture a valuation arbitrage available as companies transition from ‘dirty’ to ‘clean’.
Join Roger Mortimer and KraneShares Head of Strategy Luke Oliver as they lay out the investment case for investing in who they believe are the low-carbon leaders of the future.
In the webinar, we will cover:
- How to identify decarbonization growth opportunities/transformative companies
- How climate regulation and ESG mandates are shaping the clean energy transition
- Long term outlook for the energy sector and decarbonization
- Overview of the KraneShares Global Carbon Transformation ETF (Ticker: KGHG)
- Comprehensive Q&A