Jeff Johnson, managing director at Temasek, discusses the charter of the Sustainable Investing Team, their investment criteria, and their alignment with climate tech and energy transition. They explore Tomásik's origin story and its various lines of business, highlight the importance of prioritizing impact over profitability, and discuss their strategy for scaling investments in sustainable living. They also delve into the balance between thesis-driven and opportunistic investing, the challenges of measuring performance and progress, and the risks of being too risk averse in decision-making.
