Jul 2, 2020
Lauren Taylor Wolfe is co-founder and Managing Partner of
Impactive Capital, an activist hedge fund that engages with
companies to drive long-term sustainable returns. Impactive employs
a breadth of tools common to activist strategies, working with
management teams on capital allocation, operational initiatives and
capital structure, and adds material ESG improvements as a key
component of the long-term future success of its portfolio
companies.
Our conversation covers Lauren’s early interest in investing, her
path to founding Impactive, and investment philosophy. We touch on
Impactive’s four key investment criteria, examples of ESG activism
in a hotel, an auto dealer, and a waste water business, evolution
of interest in sustainability from management teams, the value of
long duration capital, and perspectives for women in the
industry.
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