David B. Smith

Background

About David B. Smith

Investor managing and building funds targeting sustainability, ESG, Impact and resource efficiency strategies, public and private. Focus on finding companies in the value chain growing from products and services targeting climate solutions and climate resiliency. In many cases digitization and data innovation is driving an “old world” transformation that has impact. Broad sector experience in sustainable investing, ESG and Impact funds as well as financial modeling and analysis. Portfolio manager with 10+ year track record for long-only and long/short Impact and ESG public equity strategies. More recently targeting private market transactions. Key strengths include: Public and Private Asset Management, Portfolio Construction, Impact and ESG Investing, Sustainability Measures, Disruption, Idea Generation Process, Risk Management Processes, Accounting and Finance, Cost Curves, Restructuring Analysis, Valuation, Bottom-Up Fundamental Analysis, Industrials, Automotive/Mobility, Energy, Infrastructure, Small/Mid-cap, Long/Short and Long-Only Investing in LP, SMA and UCITS structures. Chartered Financial Analyst (CFA) and Chartered Accountant (CA/CPA), undergraduate business and sociology/social science degrees.