Tony Davis

6 statements across 1 episodes · 4 bullish · 1 bearish · 1 people on the record · first statement Jun 29, 2020 by Tony Davis · said 1 times in 1 episodes since 2021 · across every show →

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

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Everything said about Tony Davis, oldest first

Jun 29, 2020 positive
Disclosure
Inherent funded a non-profit coding bootcamp using an income-share repayment model
“We led a financing for a not-for-profit coding bootcamp in Queens that focused on that population that really wasn't the for-profit coding bootcamps weren't accessible to them. These were non-college grads, median income of 18,000 dollars a year. That over nin…”
Tony Davis Jun 29, 2020 ▶ 17:21 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
Jun 29, 2020 positive
Insight
Eliminating dividends and buybacks destroys owners' ability to redeploy corporate profits
“If you eliminate those, you kind of take out one of the core tenants of capitalism, which is the ability for owners to redeploy their profits into more productive activities.”
Tony Davis Jun 29, 2020 ▶ 47:29 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
Jun 29, 2020
Disclosure
Goldman promoted Davis to distressed desk because external hires cost 3x
“And in the end, they asked me and another guy to co-manage the distressed bond desk there. I think we were doing a reasonably good job, but I also found out after the fact that everyone else was asking three times what they were paying me to come in and take t…”
Tony Davis Jun 29, 2020 ▶ 10:27 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
Jun 29, 2020 positive
Insight
Review random investment memos to test if ESG managers are genuine
“On the mission-driven side, I tell people really two things. One, what are they doing as a manager, as a management company to embrace ESG? Two, pull some investment committee memos at random and see how they talk about ESG.”
Tony Davis Jun 29, 2020 ▶ 51:21 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
Jun 29, 2020 positive
Insight
ESG leadership drives higher valuation multiples by de-risking future cash flows
“You have two companies doing exactly the same one, but one leads on ESG and one doesn't. You're willing to pay more for the cash flows of the one that leads on ESG because those cash flows are less risky. They're less volatile.”
Tony Davis Jun 29, 2020 ▶ 24:25 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
Jun 29, 2020 negative
Opinion
Foundations ignore the 95% of endowments invested contrary to their core mission
“And I've never understood in the foundation space, you know, people spend so much time programmatically on the five percent that they put out each year, which is, of course, incredibly important. But the other hundred percent of their assets are sitting on the…”
Tony Davis Jun 29, 2020 ▶ 16:04 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
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