Impactive Capital, every mention

Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146) Jul 2, 2020 · 18 mentions

• ▶ 3:47 Ted Seides The Next Frontier is Lauren Taylor-Wolf, co-founder and managing partner of Impactive Capital, an activist hedge fund that engages with companies to drive long-term sustainable returns. 6 times in the scene
• ▶ 9:59 Lauren Taylor Wolfe And so I think one of the key takeaways and, you know, there were a lot of takeaways from Blue Harbor that informed how we structured Impactive, but one of the key ones was around making sure that we're always backing high quality… 2 times in the scene
• ▶ 10:47 Lauren Taylor Wolfe So just to take us a step back, Impacted was put in business by Blue Harbor's largest LPA, CalSTRS, and we were very lucky. 2 times in the scene
• ▶ 13:48 Lauren Taylor Wolfe We don't have that impact of the ESG analysis is part of the DNA of the investment team, and so when we look at any investment opportunity, and we think about the activist levers to pull, we look at the same way that we would evaluate and… 2 times in the scene
• ▶ 20:40 Lauren Taylor Wolfe And our role at Impacted is to really focus companies on those
• ▶ 36:01 Lauren Taylor Wolfe Our vision at Impacted is that while we might change one company because we can help it with
• ▶ 40:00 Lauren Taylor Wolfe Someone that we both know may or not have written a book with a chapter about it, but what I would say is that when you think about Impactive's model, we're very similar to private equity, and the duration of our capital is not quite as…
• ▶ 41:34 Lauren Taylor Wolfe At Impactive, we're generalists. 2 times in the scene
• ▶ 44:53 Lauren Taylor Wolfe At Impactive, the majority of our investment team are women and minority, and we're unique like that, but there's a long runway of opportunity for the industry, broadly speaking, to make some change.