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あらすじ・解説
In Episode 7 of "The Power of Patience", Aristotle Capital’s Catalina Llinás, CFA, Co-Chief Investment Officer, speaks with Gregory Padilla, CFA, Portfolio Manager on the firm’s Value Equity and Global Equity portfolios. They discuss the energy transition currently underway and the development of alternative sources of energy. Gregory provides his insight on the transition to clean energy sources, as well as his perspective on decarbonization, electrification and the state of the energy sector. Additionally, he shares a story about a recent research trip to Guyana, in which he met with the country’s President Irfaan Ali and Vice President Bharrat Jagdeo, as well as several energy companies based there.
For additional disclosures please refer to www.aristotlecap.com.