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Lauren Taylor Wolfe

4 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jul 2, 2020 by Lauren Taylor Wolfe · across every show →

On the record as a speaker too: Lauren Taylor Wolfe's record, appearances and statements → this page counts the times other people say the name.

Everything said about Lauren Taylor Wolfe, oldest first

Jul 2, 2020 positive
Assertion Supported
Majority of Impactive's investment team are women and minorities
“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.”
Lauren Taylor Wolfe Jul 2, 2020 ▶ 44:53 Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
Jul 2, 2020
Disclosure
Vast majority of Impactive Capital is in three-year share classes
“The vast majority of our other capital is in a three-year share class”
Lauren Taylor Wolfe Jul 2, 2020 ▶ 39:37 Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
Jul 2, 2020
Disclosure
Impactive holds 8 to 12 concentrated positions
“So our portfolio construction, we have about eight to 12 positions at any point in time, each eight to 12% of the AUM. And so today we have about 10 positions, almost half of which were put into the book between March and April of this year during the pandemic…”
Lauren Taylor Wolfe Jul 2, 2020 ▶ 25:17 Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
Jul 2, 2020 positive
Insight
Impactive advises companies to sacrifice near-term margins for long-term IRRs
“We are the rare activists that will say, you know what, you should make this investment that might diminish your margins in this quarter or the next The next couple of quarters, because we have such high conviction in the longer term IRRs, and we have the capi…”
Lauren Taylor Wolfe Jul 2, 2020 ▶ 40:50 Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
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