Our multi-step investment process is designed to maximize the quality of our pitches by ensuring rigor and accountability along the way. Investment groups start by developing an investment question within their field of expertise. An investment question should be a substantive question or problem which touches on both the intrinsic properties of a particular technology or idea as well as its connection to the markets and the broader economy.
After that, teams conduct thorough qualitative research on the investment question, collecting information about the question as well as the geopolitical, macroeconomic, and policy factors that influence it. This information helps the investment group's members come up with a more specific investment thesis targeting the opportunity involved in a particular technology or idea. When a thesis pitch is inaccurate, groups go back to analyze what went wrong, and are held accountable for providing explanations. More is learned through failure than success.Â
After developing an investment thesis, investment groups collect a list of three to seven companies that fit the thesis. Then, group members leverage their qualitative policy expertise as well as their quantitative financial valuation skills to conduct more in-depth research about these potential stocks. Group members evaluate each company's environmental impact as well as their financial prospects, eliminating unattractive opportunities along the way to arrive at 1-3 final stock proposals.
Investment groups develop pitch decks which they present to the rest of Tiger Sustainable Investment Group on pitch day. Members respond to other member's questions in a highly energetic session of back-and-forth discussion where TSIG is joined by its board members to make investment decisions. After each stock pitch, members vote on whether or not to make the investment, maintaining the ability to postpone the decision to a later date.