Generation

“We're concentrated. I know many people think concentrated is 20 to 25 stocks. We're sort of 40 to 50 stocks, and I can go into why we think that that's a better approach, but in any event, we're concentrated.”

“Develop ultimately what we call our focus list, a list of, it's now I think about a 125 companies that we're actively following and researching that subject to price we're prepared to invest in.”

“So, for example, we have not owned energy businesses for a decade. We've not owned hydrocarbon businesses because we don't think they're priced properly. They haven't really priced the fact of climate change, and we think they have a significant stranded asset…”

“Oftentimes, people have thought, well, sustainable investors, generation, all you're doing, you're excluding industries, and you're negative screening, and we've never done that. We've always actually been positively defining what are the types of businesses w…”