16 Years at AB|33 Years of Experience
David Wheeler is a Portfolio Manager for the Sustainable Climate Solutions Portfolio and Senior Research Analyst for the Sustainable Thematic Equities Portfolios, covering the energy, industrials and materials sectors for the portfolio team. Prior to joining the firm in 2008, he was a managing director, analyst and portfolio manager at Neuberger Berman. Before that, Wheeler worked at J.P. Morgan as a research analyst for the energy sector. He holds a BA in economics from Middlebury College, and is a CFA charterholder. Location: New York
Active management is key to investing in climate-focused equity portfolios. Here’s why.
Erin Bigley, Kent Hargis, David Wheeler | 13 February 2024Powerful forces are creating attractive opportunities in climate-focused companies for equity investors.
Erin Bigley, David Wheeler, Kent Hargis | 11 January 2024Climate investing takes a holistic approach to address today’s risks and pursue future growth potential among quality companies.
Kent Hargis, Teresa Keane, David Wheeler | 11 May 2023As demand for water solutions grows, equity investors will find opportunities in companies that help quench the thirst of parched communities around the world with innovative solutions.
David Wheeler, Dan Roarty | 18 April 2023The global energy transition is accelerating as the widespread effects of the Ukraine conflict bolster the secular growth case for renewable energy.
David Wheeler, Jeremy Taylor | 17 June 2022Evaluating carbon handprints, or the way a product or service affects the environment, is a good way to find companies that are providing powerful solutions to the world’s climate challenges while offering attractive growth potential.
Dan Roarty, David Wheeler | 17 June 2021With 20 percent of carbon emissions coming from cars and trucks, the shift from internal combustion engines to electric vehicles is a massive growth opportunity and necessity. By 2030, electric vehicles will likely generate annual sales of US$25-30 million and a US$5 trillion revenue opportunity.
Dan Roarty, David Wheeler | 17 August 2020This information is for exclusive use of the wholesale person to whom it is provided and is not to be relied upon by any other person. It is not intended for retail or public use and may not be further distributed without prior written consent of ABAL.
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