Utility Companies

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Utility Companies, every show

CAPITAL ALLOCATORS Prediction Not checkable as stated
Orum: Transitioning Utilities Will Be More Valuable in the Future
“So a lot of that carbon in our portfolio comes from utility companies that are on a pathway to transitioning. If we're right, those companies will be ultimately more valuable in the future because there'll be better position. The cash flows will be capitalized…”
Bill Orem Mar 13, 2023 ▶ 42:42 William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)

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