Liz Simmie – A True ESG Manager

Hosted by
Bill Brewster

Bill Brewster is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle and Jake Taylor. Tobias, Jake and Bill met at a Berkshire Hathaway meeting and formed a lasting friendship. And, as it turns out, people really like the podcast.

While Bill tries to replicate Warren Buffett and Charlie Munger’s thought processes, he is heavily influenced by Bill Miller III, Stan Druckenmiller, and others. This podcast is his attempt to dig deeper into other investing/business philosophies and share the knowledge with the world.

Liz Simmie is the Co-Founder of Honeytree Investment Management, a firm that lives ESG investing. 
In this episode Liz Simmie stops by The Business Brew to talk all things ESG.  Unlike many “ESG” managers, Liz actually practices what she preaches.  Said differently, Liz is the real deal and doesn’t just use ESG as a marketing tool.
The catalyst for this conversation was Bill thinking about morality in investing.  On one hand, owning assets one is proud of seems like a reasonable goal.  On the other hand, how do we draw the lines?  If cigarettes are bad then why is sugar OK?  If tobacco is bad why is alcohol OK?  
We cover a wide range of topics including:

  • how ESG is bastardized due to marketing
  • what real ESG investing looks like
  • why ESG is as important to Honey Tree 
  • gender and racial diversity driving positive financial outcomes
  • issues preventing companies from embracing ESG policies
  • and much more.

Bill’s biggest takeaway was that ESG can provide a qualitative advantage for investment analysis. We are grateful for Liz’ time and hope you enjoy the show.

Thank you for listening! 

Disclaimer: Bill manages a portfolio under the name of Sullimar Capital Group. This podcast is for informational and educational purposes only. Nothing in this podcast or on SullimarCapital.Group is investment advice. All information in this is opinion based, potentially biased, and requires verification.

Bill and his guests make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in these podcasts. Any assumptions, opinions and estimates expressed constitute the participant’s judgment as of the date thereof and are subject to change without notice. Any projections contained in the information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved. This podcast does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation.

This podcast series DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICIATION OF AN OFFER TO BUY ANY SECURITIES MENTIONED OR DISCUSSED. Seek the your financial, tax, legal, accounting, or other advisor’s advice before making any investment decisions. We are not your fiduciary or advisor.

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