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.
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