The recent earnings season offered a glimpse of some of the major trends driving growth in Reaves’ coverage areas, including renewable energy demand, infrastructure investment, and continued demand for wireless infrastructure. With the earnings calls now behind us, our CEO sat down to reflect on them.
In a short video, Jay Rhame highlights some of the issues mentioned on earnings calls by a few companies in Reaves’ investment universe, including a record backlog for renewable energy products at one company, and how new state laws are encouraging infrastructure investment and M&A activity for another.
The short video captures both the positive details, and even the disappointments, that affected Reaves’ portfolios.