Capital Allocators – Inside the Institutional Investment Industry

Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)

Jul 2, 2020

Lauren Taylor Wolfe, co-founder and Managing Partner of Impactive Capital, dives into the exciting world of activist investing with a strong focus on sustainability. She shares her journey from traditional finance to embracing ESG initiatives, emphasizing their pivotal role in enhancing corporate profitability. Wolfe discusses successful case studies in the automotive and hospitality sectors, while addressing the urgent need for diverse talent in the workforce. Additionally, she highlights the importance of women in investment management and the evolving relationship between investors and management teams.

49:11

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Lauren Taylor Wolfe

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Episode notes

Intro

4min

Investing with Purpose: A Journey into ESG

16min

Unveiling ESG Potential in Automotive Dealerships

3min

Empowering Women in the Automotive Industry for Business Growth

2min

Activist Investing and ESG Evolution

18min

Breaking Barriers in Investment Management

4min

Personal Reflections and Insights on Activism and Investment

3min

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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