191
Downloads
6
Episodes
The allocators shaping institutional capital have a lot to say. Most of it never gets said. Conviction Capital, hosted by Heather Conforto Beatty and Yon Perullo, is where that changes. Each episode goes inside the thinking of the CIOs, consultants, and investment officers whose decisions shape how institutional money moves. Real perspectives, hard-won judgment, and conversations you won't hear anywhere else.
Episodes
Apr 23, 2025
Apr 23, 2025
36 min
In this episode of Spark, Heather Beatty of ScopeFour Capital discusses her firm's thematic approach to energy transition and resource efficiency investments in global public equity markets. Heather explains that emissions reduction represents a "multi-decade secular trend" affecting 140 countries and over 5,000 public companies. Learn why buildings contribute 40% to emissions, how two-thirds of necessary climate solutions already exist but need scaling, and why ScopeFour's concentrated portfolio of 30-40 companies is "extremely uncorrelated" with traditional indices. Discover how their investment approach focuses on companies with economically viable solutions, why Japan is an "unrecognized giant in energy efficiency," and how policy changes affect their investment strategy. Heather also shares her personal journey from institutional asset management into climate-focused investing.
No comments yet. Be the first to say something!