Lucas White - Investing in energy efficiencies

David Clark

Koda Capital


According to Jeremy Grantham, a co-founder of GMO, global warming will be the most important investment issue for the foreseeable future.

In this episode Lucas White (Portfolio Manager of the GMO Climate Change Trust) joins David to discuss their Climate Change strategy's origins, as well as its objectives and the opportunities going forward. Lucas and the team at GMO believe that climate change is among the most important investment opportunities facing investors today. Their belief is proving correct, with the fund returning 24.37% p.a. over 3 years (USD) to Nov 2021 compared to the MSCI ACWI's 15.95% p.a. over the same period.

Lucas White is the portfolio manager for the Resources and Climate Change Strategies. He is a member of GMO’s Focused Equity team and a partner of the firm. Previously at GMO, he was engaged in portfolio management for the Global Equity team, including responsibilities for the Quality, Tactical Opportunities, and U.S. Growth Strategies. Prior to joining GMO in 2006, he worked at Standish Mellon Asset Management and MFS. Mr. White earned his B.A. in Economics and Psychology from Duke University. He is a CFA charterholder.

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This research note has been prepared without consideration of any client's investment objectives, financial situation or needs. Before acting on any advice in this document, Koda Capital Pty Ltd recommends that you consider whether this is appropriate for your circumstances. While this document is based on the information from sources which are considered reliable, Koda Capital Pty Ltd, its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information contained in this document is complete or accurate. Koda does not accept any responsibility to inform you of any matter that subsequently comes to its notice, which may affect any of the information contained in this document. © Copyright Koda Capital 2020 | AFSL: 452 581 | ABN: 65 166 491 961 | www.kodacapital.com

Adviser & Partner
Koda Capital

David Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.

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