Strategy Performance

The BP Capital Energy Transition 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 09/30/2021
  QTD YTD 1 YR 3 YR 5 YR Since Inception*
BP Capital Energy Transition Strategy 1.40% 50.41% 105.45% -6.82% -1.97% -1.10%
S&P 500 Energy Index -1.66% 43.22% 82.99%


-1.57% -2.87%
*Inception date: December 31, 2013
Returns greater than 1 year are annualized
Growth of $10,000 Since Inception

Why BP Capital?

Asset 1

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

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

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 Transition Strategy Materials

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

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