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.
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Early Motivation
- Lauren Taylor Wolfe's early motivation stemmed from being underestimated due to her gender.
- This fueled her drive to prove others wrong throughout her career, starting with a stock-picking competition in sixth grade.
Activist Spark
- Lauren's experience at a family office, including a successful activist investment in Turbo Chef Oven, sparked her interest in activism.
- This led her to join Blue Harbor, a firm with a private equity approach to public markets.
Long-Term Advantage
- Impactive Capital gains a competitive edge through its long-term time horizon, focusing on high-quality businesses with temporary setbacks.
- This allows them to capitalize on opportunities others miss due to short-term compensation structures.