Eli Horton

Eli Horton, Managing Director of Equities at TCW and senior portfolio manager for the TCW Transform Systems ETF, breaks down systems-based investing and its relevance to energy and industrial transformations. He argues that changing legacy industries is vital for future growth and highlights investment opportunities in power supply bottlenecks. Horton discusses the promise of decentralized energy systems, the importance of recognizing brown-to-green shifts in legacy companies, and the need for a disciplined approach to valuation amidst increasing demand for electricity.