What Does 2013 Hold for Solar? Predictions From Four Green Money Managers

What will the New Year hold for Clean Energy? For the people who manage clean energy portfolios, mutual funds, and indexes the question is more than idle curiosity. Getting the answer right means finding the stocks which will put a shine on your solar portfolio’s returns. Getting it wrong means the competition will blow away your wind stocks. I asked my network of green money managers what they thought, and they gave me a lot more than I expected. This is the start of a series on the predictions and stock picks from my panel. This first article focuses on what they had to say about trends in the solar sector. Shawn Kravetz: Solar Reversal Shawn Kravetz is President of Esplanade Capital LLC, a Boston based investment management company one of whose funds is focused on solar and companies impacted by the emergence of solar. Unlike most of my panel, Kravetz is a solar special...

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