I had recently an engagement meeting with the chairman of the board of one of the companies that we lend to, that have had recently some issues. As I said, you have to have courage, and you can't really have the courage if you don't have the passion and the grit to get you there. I find mfs like you really interesting article. When you consider gross margins in the business, typically 70 to 80%, then the impact of higher raw material costs is much more limited than it would be for a lower margin business. So, we need the technology to essentially siphon the carbon out of the atmosphere as fast as possible. So like to your point, that's a really large number.
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Nicole, earlier you talked about, some of the serendipity in your life in terms of the professor and some of your mentors in New York. Again, you can imagine, I don't get to spend much time at my kids' schools, given how many I have, and that they all go to different schools. Having the different perspectives, as I said, can contribute to the two plus two equals five thesis. It's the G pillar in both ways, but they're implemented and manifested differently. But just maybe for a couple of minutes describe for us your own investment philosophy and how you think about building the portfolio that you manage. I find mfs like you really interesting things. Pilar, so thinking about all of that now, what is your why today? So in the US, there's Glassdoor. Pooja Daftary: I think that, yes, systems thinking is important, but you have to understand all the different components in that system. So there is some good data, there could certainly be a lot more of it. See, I think that a lot of the times ESG has been "tainted" by being a risk. Because again, they're not separate, they're together. That's all of our work, right? Sometimes it is you need a very blunt tool and a really powerful tool, and sometimes you have to be extremely precise.
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It's been such a pleasure. The dog started getting training and suddenly the training stopped because the person couldn't come anymore. We Found Zack Fox's Top Secret Lemon Pepper Wing Spot, Should We Blow Up The Spot. But the reality is that in a way, the huge push from a regulatory perspective, as well as a social perspective, and understanding these drivers makes our life a little bit easier in terms of de-tangling these factors within our investment considerations. I mean, I think we're all on a journey, right?
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And those are the core that you always grab as a safety blanket, as you jump into the ever-changing world. The landscape is changing. There's a series of industry deals over the last 20 years, which has moved the competitive landscape from six key global players to really just three major global players today. So back to your point on data earlier, which is so important. Of course, we have to avoid the risk, but there's also a huge amount of opportunities. I grew up in Canada. It stresses on me the need to be vigilant, the need to monitor what is going on with these businesses all the time and to stay ahead of the ability to maintain and manage the pricing power. I find mfs like you really interesting quotes. I can't claim that my passion when I was young was to be a portfolio manager in fixed income, but nevertheless what did get me here was just adapting to different settings and different changes. And then on the team that we're always talking about, again coming back to those first principles of what's the moat?
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When you think about sustainability and fixed income and the variety of assets that we deal with, at the end of the day, as an active, long-term investor, we do our own homework. Can you just give us a brief potted history of your journey here? The first sort of theme that comes to mind for me thinking about it now is the idea of 'embracing complexity', which was sort of spearheaded by Barnaby in our first conversation: Barnaby Wiener: Embrace complexity. We're looking for that Plan that does align with the Paris Accord. And some of that unstructured data, it's never going to tell us an answer. The first experiment is about democracy and how we think it's a God-given right to have democracies, but that hasn't always been the case. And, you know, I really thought that that was the avenue that I would pursue, that we really need to change laws and protections, in order to strengthen them, to say back to that strategy piece, versus weaken them.
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And she dragged into our small classroom this old Victorian bathtub, which she painted bright red. Well, it wasn't the most direct way. And so these are topics that are, you know, again, to your point, the data is even less good. And we want very, very low diversity on that. Vish Hindocha: Nicole, I really want to ask you about climate. I mean, to your first point on governance, maybe it'll be fascinating to have you back after proxy season to see what changes have resulted. In general, again, any asset class within fixed income is being able to understand, what are the right questions for that particular issuer at that particular point in time? So we get to net zero by 2050 and ideally earlier. Well, we talked before about getting some outside voices. And doing our own homework means, just like we go and dig into the details of these issuers and adjust for the different variables that apply, you do the same thing with sustainability. You have to always be top of your form to be able to deliver for clients. We talk about this quite a bit. They are again, evolving as well with regards to what is material, what is important to determine those investment outcomes longer term. I wonder if just to take that maybe a layer deeper, like in some of your own experiences, either with companies or through the work of that team, maybe could you just talk about, like how that's helped frame up some of these dialogues with the companies that we own, MFS, to talk about that Disclose, Plan, Act framework in action, if you like?
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Realizing that was not my calling, finished doing an MBA in the US. And so consumers are a huge part in this. I worked in the House of Commons in Canada, I really think this is my path. " Nicole Zatlyn: As you say, Vish, it's a massive topic. So you can go way back, just that pure love of learning is kind of a common trait that most of us share.
I was initially really interested in policy and policy work and how that could be kind of an avenue. From there, went into the asset management side and joined MFS about 10 years ago. I think a lot of the time we learn from those like us. Dave covers chemicals, industrials, as well as the luxury goods names. And I mean, the past year has been a perfect example of that.