ZEUS: Talking climate plays with Terra Alpha’s Tim Dunn

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By Trey Thoelcke Updated Published
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ZEUS: Talking climate plays with Terra Alpha’s Tim Dunn

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By David Callaway, Callaway Climate Insights

Focusing on European climate solutions has helped Terra Alpha trounce the MSCI World Index since inception in 2014. Here are some of its top picks.

SAN FRANCISCO (Callaway Climate Investors) — When Tim Dunn founded Terra Alpha Investments in 2014, the idea of companies building profit by becoming more sustainable drew strange looks from long-time colleagues in global fund management.

“People looked at me like I was crazy,” he said. Six years later, with $98.5 million under management and a 90% percent gain in its flagship portfolio, the Washington D.C. firm is riding the wave of the environmental, social and governance boom. A global portfolio with almost two-thirds weighting in Europe, the regional leader in renewable energy growth, Terra Alpha’s stock picks lean hard toward companies using transition from fossil fuels to create new markets and new channels of business.

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About the Author Trey Thoelcke →

Trey has been an editor and author at 24/7 Wall St. for more than a decade, where he has published thousands of articles analyzing corporate earnings, dividend stocks, short interest, insider buying, private equity, and market trends. His comprehensive coverage spans the full spectrum of financial markets, from blue-chip stalwarts to emerging growth companies.

Beyond 24/7 Wall St., Trey has created and edited financial content for Benzinga and AOL's BloggingStocks, contributing additional hundreds of articles to the investment community. He previously oversaw the 24/7 Climate Insights site, managing editorial operations and content strategy, and currently oversees and creates content for My Investing News.

Trey's editorial expertise extends across multiple publishing environments. He served as production editor at Dearborn Financial Publishing and development editor at Kaplan, where he helped shape financial education materials. Earlier in his career, he worked as a writer-producer at SVE. His freelance editing portfolio includes work for prestigious clients such as Sage Publications, Rand McNally, the Institute for Supply Management, the American Library Association, Eggplant Literary Productions, and Spiegel.

Outside of financial journalism, Trey writes fiction and has been an active member of the writing community for years, overseeing a long-running critique group and moderating workshop sessions at regional conventions. He lives with his family in an old house in the Midwest.

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