Ian Clark of Dichotomy Capital presented his investment thesis on TPI Composites (US: TPIC) at Best Ideas 2024.
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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. Ian 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 Chief Commercial Officer of Elevate Power LLC, an entity that owns and operates renewable energy assets that produce more than 120 GWh/ yr of power and has a dedicated retail energy arm. He is a regular contributor to State level energy policy and is active in numerous energy trade groups.
Prior to founding Dichotomy, Ian was an analyst for a NY-based hedge fund where he led research on private power investments and analysis of publicly traded independent power producers. He received his M.S. in Chemistry from the University of Oregon.