Lauren Taylor Wolfe of Impactive Capital took to the stage at 13D Monitor’s Active/Passive Investor Summit and delivered this punchy line: “AI will not kill this business or disintermediate it because ChatGPT cannot immediately deal with real-life poop and storms.” Her new idea is an advanced drainage system, which she calls the undisputed leader in plastic rainwater and home purification systems. The co-founder of Impactive Capital, one of the pioneers in aggressive environmental, social, and governance investing, said his company recycles more than 500 million pounds of plastic annually and is the second-largest recycler in North America you’ve never heard of. WMS YTD Mountain Advanced Drainage Year to Date She emphasized that the company’s advantage comes from its flexibility. “They switch between virgin and recycled resins depending on oil prices. When oil prices go up, they use recycled resins, and when oil prices plummet, they protect their margins. Either way, they win,” Taylor-Wolf said. The strategy will help protect gross margins, smooth revenue and diversify supply, he added. “This is a story of scale and not a fluke of COVID-19.” Advanced Drainage stock price rises more than 22% in 2025
