ClimateTech & Sustainable Investing

Our ClimateTech & Sustainable Investing research focus is guided by two key principals: Sustainability and Resiliency. We define sustainability by the ability of a product or service to lower the overall carbon footprint and/or reduce resource consumption. This can be driven by a variety of factors including renewable power generation, renewable fuels and chemicals, energy efficiency, resource management, emissions control, and the broader bioeconomy. We measure resiliency by the ability of the company’s business model and product to sustain long-term growth; is it flexible enough to adjust and navigate through a variety of external events; and will demand for the company’s product or service likely perform above average though economic cycles, regulatory shifts, geopolitical volatility, and pandemics.

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Shawn Severson is President & Co-Founder of Water Tower Research. Prior to co-founding Water Tower Research and previously founding predecessor firm alphaDIRECT Advisors, Shawn spent over 20 years as a senior equity research analyst covering the Technology and ClimateTech sectors, including senior positions at JMP Securities, ThinkEquity, Robert W. Baird (London) and Raymond James, and he started his career as an equity research associate at Kemper Securities. View Team Page

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