Our competitive advantage: A three-point scalable and repeatable investment process
Our success is predicated on the implementation of a scalable and repeatable investment process by a team with extensive experience in the energy sector. We follow a three-point investment process that gives us a competitive advantage when evaluating risk and reward intelligently across the energy universe:
Conduct in-depth, multifaceted market analysis
- Assess critical factors driving the industry
- Identify changes in market conditions early on
Strategically select assets
- Focus on geographic areas most impacted by industry changes
- Employ a rigorous, bottom-up, fundamentals-based approach
Monitor our investments with vigilance
- Disciplined monitoring for deviations from initial hypotheses
How we conduct rigorous, bottom-up, fundamental analysis
Our top-notch in-house research team seeks investment opportunities with these characteristics:
- Attractive current income
- Low volatility
- Minimal downside risk
By employing a bottom-up investment approach, we’re able to evaluate each investment opportunity within the context of the entire energy value chain. The in-depth fundamental analysis we conduct compares quantitative, qualitative, and relative value factors for each opportunity under review.
We assess several aspects of each investment:
- Overall attractiveness of the specific segment in which an investment is involved
- The company’s specific competitive position within that segment
- Potential commodity price risk
- Supply and demand
- Regulatory considerations
- Stability and potential growth of the company’s cash flows
- Management track record
Read more about how we implement our rigorous bottom-up approach.