How can one use ESG screening to find shorting candidates?

Joe Mares

Joe Mares

Portfolio Manager

Joe Mares

Joe Mares

Portfolio Manager
Joe Mares has worked in investment banking, equity research, and portfolio management in high carbon-emitting sectors (energy/utilities/materials) for over 27 years. Joe began his career at Morgan Stanley in 1997 in investment banking and equity research in Energy & Shipping. In 2007, Joe moved to the buy side, as lead Equity & Commodities Analyst for Greg Coffey, at GLG and then Moore Capital, from 2009. Prior to joining Trium, Joe was a Portfolio Manager at Société Générale from 2011-2016, responsible for a global long/short equity book focused on Energy, Resources, Shipping, and Utilities. Joe holds a Bachelor’s degree from the School of Public and International Affairs, Princeton University.
Trium Climate Impact
Trium ESG Emissions Improvers
Trium Climate Impact
Trium ESG Emissions Improvers

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Overview

Why is it important to focus on industries such as steel, cement and fertilisers, rather than the renewables or electric vehicles? How can one use ESG screening to find shorting candidates? Joe Mares answers these questions and more in his latest video with Portfolio Adviser at the Thematic Congress 2023.

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