In this episode of the Green Dream, the video series where ESG Clarity interviews key figureheads in the responsible investment world to get their views on the latest trends, news and movements in this evolving landscape, ESG Clarity global head of ESG insight Natalie Kenway speaks to Ursula Tonkin, manager of the Whitehelm Capital Listed Core Infrastructure Fund.
Tonkin explains the infrastructure areas the portfolio invests in and why she looks for “boring companies” that offer long-term stable cashflow.
She also discusses the risks of investing infrastructure, specifically stranded asset risk, from an ESG perspective – where she says “the rubber really hits the road”.
The manager lists the drivers of the transition to renewable energy and why investors are becoming more knowledgeable on the topic, and how she maintains a defensive profile offering incremental growth and growing dividends over time.
She also shares why she is sticking with transportation stocks despite the Covid-19 hit, and her favourite sustainable snack.
