Episode Description
This week, we sit down with Mike Harut, Responsible Investment Manager at Munro Partners, to talk about what the energy transition looks like when you treat it as an investing problem, not a political talking point. From ESG integration to stock selection, we keep it practical: what actually matters, what gets misunderstood, and how pros link “sustainability” to earnings, risk and valuation.
We start with Mike’s background in stewardship and corporate governance, including what you learn when you’re across the table from directors and management teams. Then we zoom in on Munro Partners’ Climate Change Leaders Fund and the core climate change investing thesis.
If you’re researching sustainable investing in Australia, ESG in global equities, or climate transition funds that focus on fundamentals, this chat will no doubt sharpen your framework.
Follow Mike on LinkedIn: https://www.linkedin.com/in/mikeharut/
Visit the Munro Partners website today: https://www.munropartners.com/
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