PA Video Insight: Winner or loser or utility player?

Utilities is a great example of a sector where customer choice means there will be corporate winners and losers, an ideal scenario for a long/short fund manager.

Any industry with a value chain that includes a customer buying a product means some companies will be successful over and above others in the same industry. Jos Shaver explains how, as a bottom-up long/short equity manager, he takes full advantage of what he describes as the structural change such as the “distorting impact” on power markets of renewable, solar and wind power developments.

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