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Impactive Capital’s Lauren Taylor Wolfe took the stage at the 13D Monitor’s Active-Passive Investor Summit with a punchy line: “AI is not going to kill or disintermediate this business because ChatGPT can’t handle real poop or storms anytime soon.” Her new idea is Advanced Drainage Systems, which she called the undisputed leader in plastic stormwater and residential septic systems. The co-founder at Impactive Capital, one of the pioneers of activist environmental, social, governance investing, said the company is the second largest recycler in North America that you’ve never heard of as it recycles over 500 million pounds of plastic annually. WMS YTD mountain Advanced Drainage year to date She highlighted that the company’s edge comes from its flexibility. “They toggle between virgin and recycled resins depending on oil prices. When oil spikes, they use recycled. When oil plummets, they capture margin. Either way, they win,” Taylor Wolfe said. That strategy helps protect gross margins, smooth earnings and diversify supply, she added “This is a scaling story, not a COVID fluke,” Wolfe said. Shares of Advanced Drainage are up more than 22% in 2025
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