Posted in Journalism by William Voegeli
I am pretty sure that Al Gore and David Blood co-authored the article in reliance upon that meme, or hashtag to drive re-tweets and generate market buzz.
While potentially political, this is also corporate speech (for an LLP) and again "sustainable capitalism" or X-capitalism is both a fad, a theory, and a branding device.
"When considering sustainability, Generation focuses on the entire spectrum of interrelated factors. This means judging solutions on a life-cycle basis and considering the complete set of inputs, costs and externalities. Sustainability challenges are increasingly interconnected: the climate crisis and poverty, pandemics and demographics, water scarcity and migration/urbanization. We never consider sustainability challenges in isolation."
That is a worthy goal, but much easier to say in print.
Of course the fund controls 3.2 billion in assets (which makes it rather small fry) The street gives it a C+, and it owns a portfolio you would more or less expect (FSLR) with a few interesting picks which are much larger including Ebay, and its largest holding which as of june 11, 2011 was HSIC which provides medical equipment services internationally with a slight edge in dentistry.
Take these guys seriously? I don't see why not, much more credible than (myself) or most political commentators... and they have to make the holdings public, so you can track the "buzz" to its manifestation in concrete holdings and do your own due dilligence.
I prefer following BP capital and T. Boone Pickens.
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