UN Sustainable Development Goals provide a multi-year structural investment tailwind
Tony Davis · Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145) · Jun 29, 2020 · at 28:17
Tony Davis, founder of Inherent Group, explains the thesis behind his fund's long and short sourcing strategy.
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“I like this description of the sustainable development goals as the strategic plan for the planet, which I believe. And if you believe that there's just going to be over many, many years, a tailwind to invest in these SDG aligned areas. And conversely, if you're shorting a headwind”
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