Ian Clark of Dichotomy Capital presented his in-depth investment thesis on Atlantic Power (NYSE: AT) at Best Ideas 2018.
Electrical grids are becoming increasingly complex and shifting from the old model. Through this, valuations for many independent power producers have taken a hit, as many market participants do not understand the grid of tomorrow. Atlantic Power has the ability to be a profitable and dependable independent power producer for years to come, thanks to their high-quality assets. Investors seems to be looking at Atlantic Power with a rear-view mirror when the focus should be on where the company will be in five years. Ian believes Atlantic Power will be close to debt-free, with high-quality assets and a robust pipeline.
About the instructor:
Ian Clark is the Managing Partner of Dichotomy Capital, a broad mandate investment manager that looks for uncorrelated returns in the public and private markets. He began his career in chemistry designing organometallic catalysts and novel synthetic routes. He received his M.S. in Chemistry from the University of Oregon. The dislocation of 2009 led him to research a better way to invest. Applying the same approach utilized in his science background, Mr. Clark began publishing his investing ideas to receive feedback and criticism. Applying his science background to investing, Dichotomy Capital focuses on sectors where technical expertise can lead to better investment returns.
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