38: Meet Mike Harut: ESG, Sustainable Investing and the Energy Transition

This week, we sit down with Mike Harut, Responsible Investment Manager at Munro Partners, to talk about what the energy transition looks like when you treat it as an investing problem, not a political talking point. From ESG integration to stock selection, we keep it practical: what actually matters, what gets misunderstood, and how pros link “sustainability” to earnings, risk and valuation. We start with Mike’s background in stewardship and corporate governance, including what you learn whe...