What makes you want to buy solar stocks-guilt or greed? Lucas White, who picks those stocks at Grantham, Mayo, Van Otterloo, could justify his portfolio either way. But it was more the payoff on energy that got him started. Six years ago GMO assigned White to help run its natural resources portfolio. There's no way to operate such a portfolio without a hefty exposure to energy. And that got White thinking about the financial hazards embedded in oil and gas wells.
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