Gary Low is a seasoned Portfolio Manager and Research Analyst with a distinguished career marked by astute investment strategies and leadership in environmental, social, and governance (ESG) integration. Currently affiliated with Spinosa Financial as a Portfolio Manager, Gary oversees a substantial $350 million in assets under management (AUM), meticulously crafting multi-asset portfolio strategies. His role extends to single stock selection, spanning US and international small, mid, and large cap stocks, leveraging fundamental research methodologies. Notably, Gary actively manages and spearheaded the restructuring of the Global Equity strategy, while also launching the Equity Income portfolio. Gary's expertise extends to the forefront of sustainable investing, where he pioneers Impact, ESG, and Low Carbon/Clean Tech portfolio strategies, ensuring stringent ESG compliance. His commitment to sustainable investing transcends portfolio management as he actively engages in client education through partnerships with financial advisors, conducting teach-ins and leading ESG request for proposals (RFPs). Prior to his role at Spinosa Financial, Gary served as the Head of ESG at TRC, an Environmental Engineering Consulting firm, where he led a proficient team in ESG consulting, M&A ESG due diligence advisory, and business development. Notably, he orchestrated ESG integration for client portfolios, devised reporting frameworks, and developed automated climate reporting and scenario analysis tools to assess asset resiliency and transition risks. Gary's career trajectory includes pivotal roles at Epoch Investment Partners, Vontobel Asset Management, BlackRock, and other distinguished institutions, where his contributions in ESG integration, investment analysis, and financial modeling left an indelible mark. With a rich academic background from The Wharton School and Cambridge University, complemented by additional qualifications including SASB certification and FINRA licenses, Gary embodies a rare blend of financial acumen and sustainability expertise. Outside his professional engagements, Gary is deeply involved in industry leadership initiatives and publications, including serving as the founder of boutique research and advisory firm Gaya Capital. He remains at the forefront of industry discourse, contributing as a mentor, speaker, and panelist at various prestigious events and conferences, advocating for the seamless integration of ESG principles into investment strategies. Gary Low's journey epitomizes a relentless pursuit of excellence in portfolio management, underpinned by a steadfast commitment to sustainability and responsible investing, making him a transformative force in the finance industry.

Gary Low, CFA

ESG and Sustainability Subject Matter Expert, advisory to Bain and BCG, VCs, PE, Institutional Investors

About

Education

MBA, Finance / May, 2004

Philadelphia, Pennsylvania, United States of America

Cambridge University

MA, Natural Sciences (Chemistry and Biochemistry) / June, 1999

Cambridge

Experience

BlackRock

Research Analyst / March, 2005 — March, 2011

• Recommended bonds, loans, structured credit and CDS ideas for Emerging Market Fund, total return, insurance • Select Monetized ideas: TAQA Power, Petrobras, PEMEX, ADNOC, Codelco • Sector coverage smid and large cap Utilities, Energy / MLPs and Basic Materials, and Utilities Dividend Fund • Active due diligence through industry conferences (EEI, NARUC, AGA), supply chain, sell-side and ratings agency engagement • Conducted credit research through FCF Projection, DCF, LBO, Liquidity, Liquidation analyses, and Covenant assessment

TD

ESG and Equity Research Analyst / August, 2012 — January, 2019

• Recommended long only smid and large cap investment ideas for global concentrated and international EAFE and ACWI funds ($47BN), resulting in 3-Year Performance +639bps over MSCI ACWI Sector Benchmarks • Select monetized ideas: Africa Oil, PGN Indonesia, Braskem, SQM, Nissan Chem, Omron, Schneider, DMG, Cellnex (IPO) • Global Industrials, Energy, Basic Materials (Chemicals and Mining), and Telcos stock selection through management, industry and regulatory due diligence, valuation analyses (FCF projection, DCF and LBO modelling) • Structured and implemented ESG Integration for Calpers and Wespath equity mandates • Collaborated with PMs, Analysts and Risk Management on ESG due diligence for holdings that are out of compliance • Led proxy and ESG discussions for portfolio holdings across sectors (Data Security – GOOG, Climate Disclosure - OXY) • Liaised with client portfolio management and marketing teams on ESG RFPs / DDQs and marketing presentations

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