Long-Term Investment Strategy
Lauren discusses the unique advantage of having a six-year investment horizon with Calstrs, emphasizing the importance of patience and long-term thinking in capital allocation. This approach allows for thorough diligence and the flexibility to pursue impactful ESG initiatives, even if they may temporarily affect margins. The conversation highlights the value of not acting hastily and the benefits of a dual PM model in fostering high conviction investments.In this clip
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