The Business Brew cover image

Arvind Sanger - The Sustainable Energy Transition

The Business Brew

CHAPTER

Energy and the Smart Energy Transition

I was an energy sell side analyst for 15 years and switched to the buy side in 2002. I started my own fund called geo-circapital, which we launched with a billion out of book at SAC. And ran that fund focused on natural resource equities and industrial equities. We felt like we were swimming upstream because energy and metals and mining were generating negative returns during that decade,. While NASDAQ and anything associated with that was flying and S&B was doing quite well. The sensible energy transition fund is basically investing in again everything that comes out of the earthWhether it is energy or resource related betting on the fact that ESG and energy transition are creating some unique set of

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner