We are fundamental value investors who seek to invest in businesses that are pursuing value creation opportunities across the energy complex.
Investment strategy designed to adapt to evolving energy investment landscape
We have been investing in the North American energy sector since our founding in 2005. Our investment team is comprised of individuals with industry and investment experience across multiple energy sub-sectors.
We believe the energy sector presents an attractive opportunity set, driven by changing sources of energy supply and the emergence of the US and Canada as critical suppliers of energy to both local and international end markets.
We look for the most attractive risk-adjusted returns and have the flexibility to invest across energy sub-sectors, company capital structures, and in public and privately negotiated investments.