Growth from Unconventional Energy

The Focused Energy strategy seeks long-term capital appreciation through a concentrated portfolio of energy companies that are positioned to capitalize on the growth in unconventional energy. Investments can span across all energy subsectors, such as exploration and production, pipelines, services, infrastructure, etc. Clients with a long-term investment horizon (at least three to five years) could potentially benefit from these emerging trends in the energy industry.

 


 

  • Fundamental research identifies company specific growth drivers and quality aspects over the long-term
  • Unlike other energy funds and indexes, it is not weighted towards market capitalization
  • We believe that concentration on 20 to 30 stocks that are positioned to capitalize on the growth in unconventional energy may outperform capitalization-weighted energy benchmarks over the long-term

 


 

Download Focused Energy Fact Sheet