Strategy Performance

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

Performance (Net of Fees)
as of 8/31/2020
             
  QTD YTD 1 YR 3 YR 5 YR Since Inception*
BP Capital Energy Strategy 5.99% -36.11% -30.10% -17.14% -9.65% -9.29%
S&P 500 Energy Index -6.10% -39.28% -33.53%

-13.46%

-8.10% -9.61%
 
*Inception date: December 31, 2013
Returns greater than 1 year are annualized
 
 
Growth of $10,000 Since Inception
 

Why BP Capital?

Asset 1

 
Focus
 
The BP Capital strategies invest in companies across the full spectrum of the energy supply-demand value chain which the Advisor believes are well-positioned to take advantage of the opportunities related to the American Energy and Industrial Renaissance.

Asset 1-1

 
Experience
 
Our energy investments gain a unique perspective (informational alpha) in the energy investment landscape from our affiliation with BP Capital, which manages commodity/energy equity hedge funds and holds private assets and mineral interests.

Asset 1-2

 
Insights
 
The BP Strategies leverage insights gained through energy sector knowledge, MLP investment experience, deep relationships and trust earned over the past 60 years to create value for Clients.

BP Capital

Energy Strategy Materials

Asset 1-3
 
 
Fact Sheet
 
Most recent strategy returns, key statistics, exposures and holdings related data
 
Download
Asset 2
 
 
Monthly Review
 
Timely insight on trends and developments impacting the global energy sector
 
Download
Asset 3
 
 
Performance Analytics
 
Comprehensive analysis of returns and various performance-related statics since inception
 
Download

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