Ian Clark of Dichotomy Capital shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Ian assessed risks and opportunities in the current environment, particularly in the power sector, in which he has deep expertise as an investor and operator. Ian highlighted Covanta (US: CVA) and TransAlta (US: TAC). He also updated his previously presented investment thesis on Atlantic Power (US: AT).
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About the instructor:
Ian Clark is the Managing Member of Dichotomy Capital, a power-focused investment manager that looks for opportunistic returns in the public and private markets. Mr. Clark leads the public security selection process for Dichotomy Partners, a long/short hedge fund that primarily invests in utilities, power companies, and the power industry daisy chain. He is also the CEO of Dichotomy Power LLC, an entity that owns and operates renewable energy assets that produce more than 16 GWh/yr of power and has a dedicated retail energy arm. He received his M.S. in Chemistry from the University of Oregon.The content of this website is not an offer to sell or the solicitation of an offer to buy any security. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this website. BeyondProxy’s officers, directors, employees, and/or contributing authors may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated herein.