ScopeFour Capital

Investing in the Future of Water Clean, sustainable water isn’t just a necessity—it’s a massive investment opportunity. From cutting-edge treatment technologies to smarter water management systems, companies are stepping up to meet the growing demand across industries, agriculture, and cities. Discover where innovation is flowing in our latest article. ???? #WaterInvesting #scopefourcapital

Over 148 countries and almost 4,700 global public companies have commitments to reduce GHG emissions. This wave of commitment is driving tailwinds for companies scaling climate solutions and as a result, earnings growth expectations for these companies are 2-4x higher than the MSCI ACWI. https://lnkd.in/gxWPgRDi

We’re thrilled to share this episode of Invested in Climate, a go-to resource for actionable insights on climate-focused investing and strategy. Heather Conforto Beatty, CEO of ScopeFour, joins host Jason Rissman as they delve into ScopeFour’s investment approach, portfolio strategy, and the emerging opportunities that excite us. They also examine the impact of the #election on investment in climate solutions, from near-term market movements to longer-term policy implications, along with topics like "green hushing" and the resilience of corporate #climateaction. If you're looking to understand where climate investment is heading, tune in to this insightful discussion. #InvestedInClimate #ClimateAction #ClimateInvesting #ClimateFinance #ClimateWork #ClimatePolicy

The Heat is On: A Case for Climate Investing in 2024 The business of decarbonization has emerged to become one of the most significant growth drivers of our generation. Amidst an acceleration of global commitment to net zero and unprecedented policy tailwinds for innovation, trillions of dollars are being invested to address climate change. This spending has initiated a meaningful capital expenditure cycle that touches all parts of the global economy, including renewable energy and storage, energy efficient buildings, waste management, transportation electrification and regenerative agriculture. Companies able to supply the demand for climate solutions will see benefits from the increased capital expenditure, including improved efficiency, lower operating costs, and a scaling of their technologies that can ultimately lead to higher sales and profitability. We believe the market will value this profitability and these companies will outperform. We offer several proof points to underscore the conditions supporting today’s markets as the opportune time for investing in climate solutions. Read the full paper here: https://lnkd.in/gxWPgRDi

Heather Conforto Beatty and Robin Kollannur enjoyed collaborating with Mission Investors Exchange to dive deeper into the four climate solutions we believe offer strong investment opportunities regardless of the U.S. election outcome. ?? Check out the article: https://lnkd.in/exViZsXT

Global election cycles can have important impacts on the climate investing landscape. Elections lead to changes in policy, which can often affect short to medium-term performance in public equities.?It is critical to look at political developments from both a risk AND opportunity standpoint. We have now turned our attention to the U.S. election, particularly in light of significant new developments. In advance of tonight's debate check out our take on winners and losers in climate investments based on elections and which sectors will fare well regardless of who takes office. You can read the deep dive here: https://lnkd.in/gvfanHT3

Earlier this summer, we held our quarterly meeting with the ScopeFour Climate Council. Our council members, comprised of climate professionals, scientists and academics, never fail to impart relevant and thought-provoking nuggets that we incorporate into our investment process. We’d like to spotlight one of our council members, Seth Sheldon, founder and Chief Scientific Officer of Rho Impact. Seth possesses deep expertise in environmental sciences and specializes in leveraging data and analytics to empower climate-related decision-making. He’s been instrumental in guiding development of CRANE tool, which helps investors and companies assess climate technologies for their impact on reducing carbon emissions. During the council meeting, we covered a variety of topics, including trends in climate tech and how physical climate risk is increasingly showing up in everyday life. Check out our full article to read Seth’s insights in these areas.

London calling! We were encouraged by the more centrist Labour Party’s recent win in the United Kingdom elections. The U.K. election is especially worth highlighting, as it has important implications for the country’s climate agenda. There are two key takeaways from these developments: climate capital expenditures are tangible and quantifiable to 2030 (which gives investors great visibility) and voters are signing off on these plans. Dive into our recent article for more color on how U.K. policy will help shape global investment in climate solutions.

Join Heather Conforto Beatty of ScopeFour Capital and Elysabeth Alfano, CEO of VegTech Invest, as they delve into the latest on anti-ESG rhetoric and how investing in fundamental climate trends like energy and food can drive portfolio growth. Discover if there's a one-size-fits-all approach to sustainable investing. Don’t miss this insightful conversation! https://lnkd.in/e2HfZXgt #scopefourcapital #climatesolutions #energytransition #agtech

?? China: A Double-Edged Sword for Climate Investment in 2024 ?? Discover why China holds the most promise in the ScopeFour investment universe for powerful emissions reduction solutions. However, navigating this landscape comes with significant geopolitical risks and controversies. Curious about the green shoots emerging in China this year? ?? Don’t miss our latest article for an in-depth analysis! #china #greenshoots #scopefourcapital