Strategy Overview

 
The BP Capital Energy Transition Strategy takes a balanced approach to energy investing — by investing in companies across the full spectrum of the energy supply-demand value chain which we believe are well-positioned to take advantage of the opportunities related to the American Energy and Industrial Renaissance. Our objective is to discover and exploit such opportunities.

 
 The Strategy seeks total return. This is accomplished, primarily, by investing in publicly-traded equity and debt securities of U.S. energy companies involved in the extraction, processing, distribution or use of natural gas, oil and coal. The Strategy may invest in companies of any size and in initial public offerings.
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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 Transition Strategy Materials

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