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Martin Whittaker

CEO, JUST Capital · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

executiveinvestor@MWhittaker_ ↗justcapital.com ↗

He leads JUST Capital, an organization co-founded with Paul Tudor Jones II that measures corporate America based on public priorities and stakeholder metrics. Previously, he was a founding partner at impact investment firm Sonen Capital and held senior roles at MissionPoint Capital Partners, Swiss Re, and Innovest Strategic Value Advisors.

12statements → 7claims → 5claims resolved → 60%fully supported → 3.75/5average certainty → 1.75/5average debate potential → ≈4.5/5argument clarity, estimated →

3 supported 1 partly supported 1 contradicted 2 not checkable as stated how the 7 claims stand · each chip opens the sources

1 prediction · 6 assertions · 2 opinions · 1 insight · 2 disclosures · every statement was checked. The prediction and assertions are the 7 claims: statements the public record can support or contradict. 5 are resolved, and 2 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Martin argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Top-quintile JUST companies materially outperform the bottom quintile
“The performance of just companies, We slice and dice this lots of ways. Tends to be very strong. You know, we see the top quintile, bottom quintile in our model, according to Justin, it's not financial performance, just ranking as a material spread.”
Martin Whittaker Jun 24, 2019 ▶ 28:24 Martin Whittaker – JUST Capital (First Meeting, EP.02)

Their most notable contradicted claim

Assertion Contradicted
Whittaker: Corporate engagement with JUST Capital tripled in 18 months
“Over the last 18 months, we've had a tripling of the number of companies that are in engagement with us. Now, 363 170 of the almost 900 companies we rank.”
Martin Whittaker Jun 24, 2019 ▶ 23:38 Martin Whittaker – JUST Capital (First Meeting, EP.02)

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
none yet certainty 3
63% certainty 4
100% certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Martin Whittaker on measured tape to publish a rate. This says nothing about how they speak.

Everything Martin Whittaker said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Opinion
Whittaker: Social factors in ESG are an undiscovered source of alpha
“So, so I think the S of the ESG and the human element, let's call it, that we're picking up, is probably one of the most undiscovered sources of alpha. And when we do our factor analysis, one of the greatest contributors to the outperformance that we see.”
Martin Whittaker Jun 24, 2019 ▶ 37:21 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Opinion
Whittaker: There Is No Trade-Off Between Values Investing and Financial Returns
“Why there is no trade-off, which is my belief, but also knowing that at the root of it was the data and the processes and the discipline around how you get markets to focus on major social, economic, health, environmental challenges.”
Martin Whittaker Jun 24, 2019 ▶ 8:37 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Assertion Supported
Top-quintile JUST companies materially outperform the bottom quintile
“The performance of just companies, We slice and dice this lots of ways. Tends to be very strong. You know, we see the top quintile, bottom quintile in our model, according to Justin, it's not financial performance, just ranking as a material spread.”
Martin Whittaker Jun 24, 2019 ▶ 28:24 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Assertion Supported
Whittaker: Millions of US frontline workers rely on food stamps
“Millions of Americans in frontline industries are not paid a living wage and rely on food stamps to get by.”
Martin Whittaker Jun 24, 2019 ▶ 14:46 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Prediction Not checkable as stated
Whittaker predicted 2019 polling would punish tech companies over data privacy
“I think we may start to see a bit of a rebalance. We're in the middle of our 2019 polling right now. It'll be interesting to see how some of the travails that tech has been through in the last six months play out.”
Martin Whittaker Jun 24, 2019 ▶ 38:44 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Insight
Whittaker: Impact investing requires tracking actual performance over stated policies
“It's all well and good for it to have a policy on gender pay equity. But how are you actually doing? You wouldn't invest in a company that had a policy to be profitable. You'd want to know what they're actually doing. So I don't see this as being any different…”
Martin Whittaker Jun 24, 2019 ▶ 46:16 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Assertion Supported
JUST Capital's founding board includes Paul Tudor Jones and Arianna Huffington
“Just Capital is a not-for-profit, which is even odder insofar as we're not a classic, but that is indeed our structure, and we formed that way because we're really about the mission, and the mission drives everything we do, and I was lucky enough to have some …”
Martin Whittaker Jun 24, 2019 ▶ 10:37 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Assertion Contradicted
Whittaker: Corporate engagement with JUST Capital tripled in 18 months
“Over the last 18 months, we've had a tripling of the number of companies that are in engagement with us. Now, 363 170 of the almost 900 companies we rank.”
Martin Whittaker Jun 24, 2019 ▶ 23:38 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Assertion Partly supported
Whittaker: JUST Capital index has outperformed benchmark by 200 bps
“The index has outperformed its benchmark since inception by a couple hundred basis points.”
Martin Whittaker Jun 24, 2019 ▶ 36:57 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Assertion Not checkable as stated
Whittaker: Tech company ran first living wage audit after JUST Capital involvement
“So we had a tech company recently do its first living wage audit. It had never done that before. Did that on account of our involvement with them.”
Martin Whittaker Jun 24, 2019 ▶ 47:26 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Disclosure
Whittaker: JUST Capital never uses real company names in survey polling
“We don't name companies, so we're never polling on actual companies. These are all company A, company B. Because we don't want to get any brand confusion with naming actual companies.”
Martin Whittaker Jun 24, 2019 ▶ 21:07 Martin Whittaker – JUST Capital (First Meeting, EP.02)
Disclosure
Whittaker: JUST Capital Partnered with Goldman Sachs to Launch an ETF
“Obviously we partnered with Goldman Sachs Asset Management. They've been a wonderful partner on the launch of the ETF.”
Martin Whittaker Jun 24, 2019 ▶ 32:26 Martin Whittaker – JUST Capital (First Meeting, EP.02)

Appearances (1)

EpisodeDateSpeaking time
Martin Whittaker – JUST Capital (First Meeting, EP.02) Jun 24, 2019 35m
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