Ken Baumgartner
CFA
Investment Director
Boston

Insights By Ken Baumgartner

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Turbines Lignite Power
Utilities Large cap Carbon emissions Enduring Assets Active management Net zero Equity Energy Fundamental equity Distribution Article
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Actively supporting the decarbonisation of utilities

Why actively supporting the decarbonisation of utilities offers the potential for better long-term outcomes from both a net-zero and value-creation perspective.

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Tom Levering

Ken Baumgartner, CFA

event
Article
2023-11-30
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underwaters and a man
Climate Carbon emissions Article Macro and market Net zero Sustainable investing
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
How a diversified approach to climate return opportunities can support decarbonisation goals
Joy Perry and Ken Baumgartner explore how a diversified approach to climate return opportunities can support decarbonisation goals.
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By

Joy Perry

Ken Baumgartner, CFA

event
Article
2022-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
mitigating-drawdowns-with-listed-infrastucture-1306694638-1500x410
Volatility Utilities Capital preservation Equity Energy Article
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Mitigating drawdowns with listed infrastructure
As markets enter a potentially more volatile phase, Tom Levering and Ken Baumgartner explore whether targeted exposure to listed infrastructure could help mitigate drawdowns.
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By

Ken Baumgartner, CFA

Tom Levering

event
Article
2023-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
portfolios for inflation
Inflation Utilities Interest rates Monetary policy Portfolio construction Global Industry Research Equity Fundamental equity Subadvisory Article
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How to reposition portfolios for inflation with listed infrastructure
With the risk of structurally higher inflation increasing, Tom Levering and Ken Baumgartner assess whether allocating to listed infrastructure may help mitigate the impact of inflation.
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By

Ken Baumgartner, CFA

Tom Levering

event
Article
2023-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1014107498
Carbon emissions Utilities Energy Equity Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Effective exposure to secular trends through listed infrastructure
How an allocation to select listed infrastructure companies can offer investors long-term exposure to secular trends such as decarbonisation.
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By

Tom Levering

Ken Baumgartner, CFA

event
Article
2023-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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