The No. 2 mutual fund manager of 2019 is a green energy and tech investor. He told us how he picks the companies with the brightest futures — and offered a peek into his portfolio.
While the fund had endured a couple of rough years before that, Jabusch says his strategy hasn't changed since its inception in 2013. He says sentiment shifted in his favor while he focused on the trends that matter most for his investments, a combination of company performance and focus on new technologies.
"We want to find that the firms with the best fundamentals. And then we want the ones that own the most IP around the best innovation," he told Business Insider in an exclusive interview. "We want to think about what is going to grow into not just the next quarter or even year, but over the next half-decade, decade, even couple of decades.".
Here's an example of how those threads can come together: One of the Green Alpha fund's biggest investments is in. Jabusch says the company benefits from the plunging cost of solar energy, an economic trend that's giving it a crucial advantage over fossil fuels. Meanwhile, in America it has a near-monopoly on the type of solar panel that's cheapest to make.
"That's an example of the intersection of a great new technology that's more productive than its predecessor and then seeking the owners of the smartest IP," he said. "The overall approach is to think a little bit more about economics and a little bit less about finance." Other major areas of focus include wind energy, CRISPR gene therapies, and chipmakers with an eye on developing industries like artificial intelligence and robotics. He also has positions in
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