Over two decades into his career, as a lead portfolio manager at Capital Group/American Funds, Tim had become frustrated by the growing shortsightedness of financial markets. Of particular concern was the failure of market participants to consider critical themes like climate change and natural resource constraints; which were creating negative impacts on our society. In order to make a more positive impact, he left Capital and the investment business in 2009 to work with environmental NGOs like the Nature Conservancy, Piedmont Environmental Council and CDP (formerly the Carbon Disclosure Project), to advance effective collaboration between environmental nonprofits and the business and investment communities.
At CDP, Tim worked with the senior team to help institutionalize the growing universe of corporate-disclosed emissions, water, and forest information and data. At TNC he pushed for more action on climate change and built a better understanding of leading environmental practices at corporations. During that time, he began to develop the thesis that incorporating corporate environmental performance into company analysis would improve both investment and environmental returns.
In late 2014, Terra Alpha Investments was born to put this thesis into practice. Tim recruited experienced investors Andrew Geller and Dan Sanborn to help him reimagine the traditional investment process. Together, they have built the team and implemented our unique hybrid quantitative/qualitative process structured around our proprietary Environmental Productivity framework.
Terra Alpha envisions a world in which our economy operates in harmony with our natural systems. We believe that companies can lead positive change and that those who adapt the fastest will derive significant benefits. We strive to provide our investors with better financial returns and societal outcomes through a rigorous analysis of Environmental Productivity and thoughtful consideration of what constitutes an enduring business model in today’s rapidly changing world.
The opportunity to serve the financial needs of investors alongside delivering a better environment and a more sustainable world makes everyday engaging and rewarding.