Portfolio Managers

Toby Loftin

Toby Loftin

Managing Principal & PM
Tim Dumois

Tim Dumois

Portfolio Manager
43184329

BP Capital TwinLine Energy Separately Managed Account

The BP Capital TwinLine Energy Separately Managed Account invests in select opportunities across the entire energy value chain. This includes companies that supply, transport or use energy intensely.

Calendar Year Returns (net of fees)

wdt_IDFund20142015201620172018
1BP Capital Energy Strategy*-1.23-23.9944.212.26-30.69
2S&P N.A. Natural Resources Index-9.79-24.2830.871.23-21.07

Annualized Returns**

 

 

Disclosures

As of December 31, 2018; *Net of fees; **Since inception 12/31/13 – note characteristics and weightings are from representative sample portfolios.

All investments carry a certain degree of risk, including the possible loss of principal. There is no assurance that an investment will provide positive performance over any period of time. There are specific risks that apply to investment strategies. These risks should be reviewed carefully before taking any investment action. Since no one investment style or manager is suitable for all types of investors, this site is provided for informational purposes only. The statements contained herein are the opinions of BP Capital Fund Advisors, LLC. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice. This site contains no investment advice or recommendations. Past performance is no guarantee of future results. Separately managed accounts programs have varying terms. The performance data herein represents the aggregate return of all separately managed accounts (clients) advised by the firm. Individual investor results will vary. An investment cannot be made directly in an index.

Portfolio Managers

Toby Loftin

Toby Loftin

Managing Principal & PM
Tim Dumois

Tim Dumois

Portfolio Manager
43184329

Discover the merits of twinning with BP Capital Fund Advisors.

Contact us to put our strategies, investment vehicles and services to work for you.