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Spark, presented by Fuel, features weekly conversations with innovative alternative asset managers, allocators, and industry experts. Host Yon Perullo explores the strategies, philosophies, and personal journeys behind today’s most compelling investment opportunities. Unlike traditional financial podcasts, Spark reveals the human elements driving investment decisions across private equity, hedge funds, venture capital, and specialized vehicles. Designed for allocators and investment professionals seeking deeper insights into alternative asset management.
Episodes
Wednesday Apr 23, 2025
Wednesday Apr 23, 2025
In this episode of Spark, Heather Beatty of ScopeFour Capital discusses her firm's thematic approach to energy transition and resource efficiency investments in global public equity markets. Heather explains that emissions reduction represents a "multi-decade secular trend" affecting 140 countries and over 5,000 public companies. Learn why buildings contribute 40% to emissions, how two-thirds of necessary climate solutions already exist but need scaling, and why ScopeFour's concentrated portfolio of 30-40 companies is "extremely uncorrelated" with traditional indices. Discover how their investment approach focuses on companies with economically viable solutions, why Japan is an "unrecognized giant in energy efficiency," and how policy changes affect their investment strategy. Heather also shares her personal journey from institutional asset management into climate-focused investing.
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