Summary
The social awareness of climate change presents an opportunity to capitalize on firms providing net benefits to the global carbon footprint.
Analysis
Since we cannot prudently manage investment portfolios with the cosmic time frame horizon of the planet earth, we must look deep into social behaviors and place our capital in advance of technology advancements which promote the social awareness initiatives - and who knows, perhaps the planet earth's environment will benefit, too.
Many large US industrial corporations (Chevron and General Electric as an example) have various projects in the works for solar and wind technologies.
Smaller firms (Broadwind Energy Inc and Evergreen Solar, Inc) are quickly advancing their own technology and reducing costs.
Hopefully the aforementioned industries and companies will be blessed by the White House for the next four years, providing the momentum and awareness necessary to expand the alternative energy efforts.
Full Disclosures Can Be Found On The Author's Web Site.
Mark Mariotti consults with leading institutions through GLG
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
