esg

Our guest is Chris Pavese, a Wall Street veteran and current President and Chief Investment Officer at Broyhill Asset Management. In this episode, we dive deep into the world of value investing.  We discuss whether the tech sector still holds value amidst the AI frenzy and how market dynamics have shifted since the late '90s. We address top-down vs. bottom-up strategies, navigating drawdowns in today's market, and uncovering investment opportunities beyond tech, including a unique take on the online music industry's valuation. Plus, we explore the impact of the ESG craze on stock markets, the fascinating story of tobacco stocks, and the energy industry's current landscape.

Don't miss our conversation and insight about catalyst-driven value in a market that has gotten bananas for growth.

RECORDED AUGUST 25, 2023

With guest Luke Oliver, Managing Director, Head of Climate Investments; Head of Strategy at KraneShare.

RECORDED JAN 20, 2023

In this episode, we'll look at ESG, which refers to environmental, social and governance for companies. This has been in the news lately because BlackRock, the largest asset manager in the world has adopted ESG principles in its investing. And there has been some backlash by opponents who, in summary, argue that investors should exclusively focus on shareholders. So the question is are ESG principles a good idea or a bad idea? And can Jobs-to-be-Done to help us answer this question. So there's some big questions with ESG. Can including it in your investing criteria generate better returns? Or is ESG just a cost at the expense of shareholders? And another related question is ESG a red herring or just greenwashing?

✅ Download our Executive White Paper: "How to Use JTBD To Grow Faster" 👉 https://www.thrv.com/jobs-to-be-done-white-paper

Key moments from today's topic on how you would beat ESG:

00:00 Is investing in ESG a good idea or a bad idea?
08:31 The three types of Jobs-to-be-Done and how it fits into ESG
14:24 Commercial Opportunities within ESG Example: Energy Sector  
23:54 Categories of opportunities related to the ESG discussion

✅ Download our Executive White Paper: "How to Use JTBD To Grow Faster" 👉 https://www.thrv.com/jobs-to-be-done-white-paper

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