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Tony Davis

CEO & CIO, Inherent Group · 1 appearance on the record.

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investorfounderexecutiveinherentgroup.com ↗

Tony Davis is the founder, CEO, and CIO of Inherent Group, an investment firm that integrates environmental, social, and governance factors into equity and credit markets. Prior to Inherent Group, he co-founded distressed investment firm Anchorage Capital Group in 2003, serving as its President and portfolio manager.

30statements → 13claims → 9claims resolved → 67%fully supported → 3.67/5average certainty → 2.07/5average debate potential → ≈4.5/5argument clarity, estimated → 1said about them ↓

6 supported 2 partly supported 1 contradicted 4 not checkable as stated how the 13 claims stand · each chip opens the sources

6 predictions · 7 assertions · 1 opinion · 12 insights · 4 disclosures · every statement was checked. The predictions and assertions are the 13 claims: statements the public record can support or contradict. 9 are resolved, and 4 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 Tony 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

Prediction Held up
Medicare going cash-flow negative will end excess rents for healthcare monopolies
“And I think that trades over because Medicare is going to go cashflow negative in the next few years.”
Tony Davis Jun 29, 2020 ▶ 45:30 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)

Their most notable contradicted claim

Assertion Contradicted
Davis: There were no utility bankruptcies for 20 years before Enron and PG&E
“So, you know, at that point, I don't think there'd been a utility bankruptcy in two decades and lo and behold, We had Enron. And then we had Pacific Gas and Electric the first time around.”
Tony Davis Jun 29, 2020 ▶ 9:28 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)

Expressed certainty vs assessment result

none yet certainty 1
100% certainty 2
50% certainty 3
83% certainty 4
none yet 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 Tony Davis on measured tape to publish a rate. This says nothing about how they speak.

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

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)
Assertion Supported
Davis: IPCC estimates at least $2T yearly needed in clean energy
“The IPCC, the Intergovernmental Panel on Climate Change, tells us that we need two trillion a year, at least, invested in clean energy systems to have a chance of staying below one and a half degrees C of warming.”
Tony Davis Jun 29, 2020 ▶ 22:49 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
Disclosure
Inherent Group trades lower fees for long-term capital and three-year payouts
“And so we structured it so that the majority of our capital is longer term capital and, you know, in exchange for that, what we offered was lower fees, a hurdle, and we pay ourselves at the end of three years.”
Tony Davis Jun 29, 2020 ▶ 26:42 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
Assertion Contradicted
Davis: There were no utility bankruptcies for 20 years before Enron and PG&E
“So, you know, at that point, I don't think there'd been a utility bankruptcy in two decades and lo and behold, We had Enron. And then we had Pacific Gas and Electric the first time around.”
Tony Davis Jun 29, 2020 ▶ 9:28 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
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)
Assertion Supported
Davis: US healthcare spending is approaching 20% of GDP
“Healthcare spends approaching 20% of GDP.”
Tony Davis Jun 29, 2020 ▶ 45:35 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)

The other half of the tape: Tony Davis's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode on Capital Allocators. every mention, with the transcript →

Who brings them up most Jonathan Lewinsohn 1

Every mention by year

tap a year for its mentions
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0112021episodes it came up in
000.50.5112021episodesmentions per episode
2021 1 mention in 1 episode

Appearances (1)

EpisodeDateSpeaking time
Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital A Jun 29, 2020 39m
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