General Investing >> Money Manager Interviews >> August 3, 2023

Global Energy Transition Fund Finds Four Current Buckets of Opportunity

Davis, MacKenzie
MacKenzie Davis, CFA, is a Managing Partner of SailingStone Capital Partners LLC, where he is an investment analyst and portfolio manager. Prior to founding SailingStone in 2014, Mr. Davis was an investment analyst at RS Investments and co-manager of the RS Global Natural Resource and Value strategies. Previously, he was a high yield analyst at Fidelity Management & Research Company, where he focused on distressed investment opportunities in the telecommunications, power and energy sectors. He started his career as an analyst at Goldman Sachs. Mr. Davis holds B.A.s in mathematical economics and modern American history from Brown University and is a CFA charterholder. Profile
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TWST: A good place to start is with SailingStone’s founding and history, and your overall business and investment philosophy today.

Mr. Davis: