I send out a letter the Energize LPs at least once a month. These days, we are writing a note weekly. Our pipeline, portfolio, and team are all at all-time highs. But, I am also seeing market-top signs…not just for the market but specifically within the sustainability investment areas.
A ton of our LPs responded over the weekend appreciating the insight. So I though I would share a few of the snippets below.
The most remarked line was “(in a cycle)…generalists arrive last and are the first to leave energy and sustainability.” The truth hits home.
PS: Here are Kevin’s SPAC-related posts.