2025 13D Monitor Active-Passive Investor Summit: Impactive Capital’s Wolfe Declares Definitive AI Bubble

Lauren Taylor Wolfe, Managing Partner and co-founder of Impactive Capital, delivered an analysis of current market dynamics during the 2025 13D Monitor Active-Passive Investor Summit. Impactive Capital is a $3 billion active impact investing firm focused on identifying high-quality businesses that may be misunderstood by the broader market. Wolfe’s central thesis centered on the definitive existence of an AI bubble, predicting that it "is going to burst," and asserting that the optimal strategy for long-term allocators is to bypass speculative technology and commit capital to ignored, deep-value opportunities - the "railroads" of the modern market.

Also see:

• 2025 Robin Hood Investors Conference: Lauren Taylor Wolfe’s Best Idea – Plastic And Poop
• Sohn Conference: Lauren Taylor Wolfe, William Heard, John Harris, John Yetimoglu, and David Rosen Pitch Four Stocks

The Long-Term Value Mandate

Impactive Capital’s investment philosophy is fundamentally rooted in a long-term horizon, recognizing that "patience and time is the friend of a long-term investor" and that this duration usually "creates the best return opportunities". The firm identifies high-quality businesses that are trading at a low valuation relative to their potential and then actively works with management to "close that gap". Beyond simple equity ownership, Impactive Capital is structured as an active impact investing firm, aiming to help portfolio companies allocate capital effectively and ethically to drive sustainable, profitable, and valuable businesses over the long run.