Investing in Public Climate Companies with ScopeFour Capital, Ep #93

Invested In Climate

If you believe the climate transition is creating trillions of dollars of opportunity, then backing public companies whose business models are centered on that transition and whose growth will be driven by it seems an almost obvious approach.

That’s exactly what Heather Beatty and ScopeFour Capital are doing, and I was excited to hear what they’re learning and the opportunities they see.

In this conversation, we talk about Heather’s background and how she came to found ScopeFour after decades in institutional investing.

We talk about their approach, their portfolio, and the opportunities they’re excited about. We talk about the election, how it's influencing their investing in the short term, and the potential long-term implications. We talk about green hushing the resilience of corporate climate action, and much more. Lots to think about in this one. Here we go.

In today’s episode, we cover:

• [2:45] Heather’s background & what got her interested in climate
• [5:50] The founding of ScopeFour
• [7:54] Why aren’t we investing by following science & research
• [9:48] ScopeFour & what they’re aiming to do
• [11:32] What’s unique about ScopeFour
• [13:49] What to say to naysayers of climate investing
• [15:22] Specific examples of investments ScopeFour has made
• [17:06] Exciting spaces and opportunities right now for climate investing
• [18:45] What can be done to encourage faster adoption of climate tech
• [21:08] Tying emissions reductions to the size of an opportunity
• [23:24] Climate risk as a factor in investment decisions
• [24:58] The short-term & long-term impacts of the upcoming election
• [29:35] What we know about Kamala Harris’ interest in climate

Resources Mentioned

• ScopeFour Capital
• Project Drawdown
• Invested in Climate: Every job is a climate job with Project Drawdown, Ep #37
• Enphase
• ABB
• Nexans

Connect with Heather Beatty

• Connect with Heather on LinkedIn

Connect with Jason Rissman

• On LinkedIn
• On Twitter

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