KBR is on the verge of a “historic re-rating” as the company transitions to a high-growth, sustainable technologies business, Impactive Capital managing partner Lauren Taylor Wolfe said Wednesday at the Sohn Conference.
Taylor Wolfe, whose firm focuses on ESG investing, said the energy transition to a green economy is a theme she’s been investing around. A lot of the companies that fit the bill are venture-backed and pre-revenue “story stocks.” Impactive Capital instead went in search of companies that are already profitable, but that are poised to see accelerated growth tailwinds thanks to the energy transition.
Taylor Wolfe, whose firm focuses on ESG investing, said the energy transition to a green economy is a theme she’s been investing around. A lot of the companies that fit the bill are venture-backed and pre-revenue “story stocks.” Impactive Capital instead went in search of companies that are already profitable, but that are poised to see accelerated growth tailwinds thanks to the energy transition.